CFP Study Shows Its Advisers Linked to Stronger Financial Outcomes
A 10-year national study conducted by the Certified Financial Planner Board is two years into its tracking of US consumers.
Data & Research
Retirees’ Health Care Costs Far Outpace Social Security COLA
Two recent reports spell out how rising health care costs are impacting retirees and employers.
Brokers Increase AI Use as Compliance Demands Grow
iSolved found that 64% of surveyed brokers said AI is enhancing compliance tracking and reporting.
Short-Term Financial Pressures Slow Women’s Retirement Savings
A new report revealed a 13-point gap between women and men in retirement confidence, underscoring how competing financial priorities affect...
The Appeal of—and Concerns About—Private Markets in DC Plans
Retirement Advisor Council survey respondents shared which plans they think are best suited for private assets investments.
RIA M&A Breaks Records in 2025
Last year’s mergers and acquisitions of registered investment advisory firms beat the previous record set in 2024 by 27%, according...
BlackRock: US Voters Support More Retirement Investment Options
More than 60% of surveyed registered voters said they support efforts to expand private market investments for retirement plans, according...
US Annuities Reach Record $461B in Sales in 2025
Sales of registered index-linked annuities particularly stood out, increasing yearly totals by 20% since 2024, according to LIMRA.
NQDC Plan Participation Hits New Heights
Almost 70% of eligible executives participated in nonqualified defined contribution plans in 2025, according to the Plan Sponsor Council of...
Building Adviser Confidence With Charity Planning
About 9 out of 10 advisers surveyed by T. Rowe Price who offered advice on charitable donations said they saw...
Retirement Savings Concerns Rising Among Current, Pre-Retirees
Both MetLife and HealthView Services predicted an increased need for retirement planning advice, particularly due to anticipated health care costs.
1 in 4 Small, Midsize Business Owners Met With Financial Advisers Last Year
A Nationwide survey found small and midsize entrepreneurs could be a growing audience for advisers’ support.
Nearly Half of Advisers Show Increased Interest in Model Portfolios
Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and relationship-building in the...
Census Data Shows Severe Lack of Retirement Savings Among Employees
Even US workers with access to retirement plans reported a median amount of $955 in savings in those plans, according to an analysis of Census Bureau data.
TDFs Increase Retirement Confidence
Employees who invested in target-date funds were 13 percentage points more confident in reaching retirement goals than those who did...
Capital Market Assumptions Suggest Stretched Equity Valuations
Active management and diversification may help build resilience against portfolio risk.
Doubts About AI Persist Among Advisers, May Contribute to Slow Adoption
As artificial intelligence-powered tools become more common among advisers, two recently published surveys still found many skeptics and holdouts.
More Than Half of Recent Retirees Report Regrets Over How They Saved for Retirement
Only 40% of Nationwide survey respondents said they were on track with their retirement budget and decumulation plan.
Advisers Using AI, by the Numbers
While 87% of surveyed advisers said they planned to use artificial intelligence-powered tools in the following 12 months, accuracy remained...
Economic Unease Drains Retirement Savings
Gen Z workers were especially likely to dip into retirement savings, but three recently published studies revealed widespread lack of...
