Women in the US are facing greater financial and career pressures compared to their male peers, according to two new surveys.
The fintech provider argues federal and state regulatory guidance, plan sponsors, and retirement advisors all support the case for encrypted credentialing as an alternative to APIs.
Fidelity finds average 401(k), IRA and 403(b) balances all hit new highs in Q3, driven by steady savings and stock market gains.
Rafael Loureiro tells InvestmentNews that technology is democratizing estate planning.
New longevity data reveals rising stress, earlier retirements, and widening generational divides
Consultants expand services, embrace tech and pursue new markets to stay ahead of client needs.
Proposals to borrow for Social Security benefits could trigger higher interest rates across Treasury and mortgage markets, while dismantling longstanding budget safeguards.
Annual survey data show roughly 73 million households own mutual funds, with 86% of mutual fund-owning households citing retirement as a financial goal.
Higher contribution caps and expanded catch-up limits boost savings potential for 401(k), IRA, and SIMPLE account holders next year.
Models reveal varying outcomes for 401(k) savers, with the biggest success ratios for those with higher balances and lower Social Security replacement rates.
Data shows retirees need clearer income tools as more stay invested beyond retirement.
Edward Jones advisor and Marine Corps veteran Geoff Meno shares his insights with InvestmentNews
Buffett’s final letter issues warnings on CEO health and pay transparency, while wishing "an extended tenure" for successor Greg Abel.
Research from Capital Group shows three-fifths of small business owners feel confident to start a plan today, with Millennials and women saying they're most ready.
As Schwab forces clients to reset credentials to curb third-party access, the 401(k) fintech Pontera maintains "Fidelity stands alone in its decision to lock out thousands of consumers from their own accounts."
Survey data reveal how high-net-worth Americans are split on inheritance plans, and what an abundance of "self-made" millionaires says about financial planning.
The deal positions Brighthouse for continued growth as it maintains leadership in variable annuities, as well as a potential competitive edge in 401(k) plans.
Head of wealth management, Vaughn Bowman, speaks with InvestmentNews.
The top-level changes come in the wake of the Aon-owned firm's divestment of Wealthspire and other affiliated wealth businesses to PE firm Madison Dearborn Partners.
Advisors highlight 'Long-Term Care Awareness Month' by offering financial tips to adults simultaneously taking care of their parents and children.
