MILWAUKEE – According to the latest findings from Northwestern Mutual’s 2021 Planning & Progress Study, U.S. adults aged 18+ say…
Read moreWASHINGTON – July 15, 2021 – The Employee Benefit Research Institute has released a new study examining the impact of…
Lincoln Financial Group is breaking down three common misconceptions about saving for retirement revealed in a recent survey of U.S. employees.
MILWAUKEE, June 23, 2021 – Most Americans are still contending with the financial impact of the Covid-19 pandemic, according to…
MINNEAPOLIS – June 22, 2021 – Although the impact of the COVID-19 pandemic has many Americans feeling more worried about…
–While employers often provide matching contributions to their traditional 401 plan, they typically delay fully vesting their employees in those matching funds, according to XpertHR’s 2021 Employee Benefits Survey of 452 US employers. The survey covered over 10 retirement plans and found that traditional 401 plans are the most popular, with 60% of…
MADISON, Wis. – Despite challenges presented by the COVID-19 pandemic and resulting recession, the middle class is displaying heightened optimism…
WASHINGTON – A new report based on the annual Retirement Confidence Survey, conducted by the Employee Benefit Research Institute and…
WINDSOR, Conn., June 10, 2021—Following strong fourth quarter 2020 sales results, U.S. single premium buy-out sales totaled $1 billion in the…
MINNEAPOLIS – Perhaps once considered a passing fad, sustainable investing has solidified its place at the investing table and will…
MILWAUKEE, May 26, 2021 – In just over a year, so many habits and behaviors have been transformed by the…
Radnor, Pa. – According to Lincoln Financial Group’s Monthly Consumer Sentiment Tracker, Asian Americans (37%) are most worried about lost…
AIG Retirement Services and EVERFI announced findings from a new survey of over 20,000 college students nationwide. Despite a year…
WASHINGTON – Sens. Chuck Grassley, R-Iowa, Maggie Hassan, D-N.H., and James Lankford R-Okla., introduced the Improving Access to Retirement Savings…
DES MOINES, Iowa–(BUSINESS WIRE)–Principal Financial Group reported today that optimism among small and medium-sized businesses is the highest it’s been…
Despite the pandemic, a higher percentage of workers and retirees said they are confident of a secure retirement, according to the 31st annual Retirement Confidence Survey.
Millennials are clearly bucking the “slacker” perception, with 81% saying that they have a plan to protect themselves against outliving their savings, while 71% have a strategy to protect their assets against market risk.
MINNEAPOLIS – April 13, 2021 – Although the economy is showing signs of rebounding from challenges brought on by the…
WASHINGTON, D.C.—The prospect of significant changes to tax policies across the board in 2021 is a stark reality. In preparation,…
KING OF PRUSSIA, PA – March 31, 2021 – George Nichols III, President and CEO at The American College of…
Building on the firm’ s $30 billion commitment to advance racial equality, the strategy will include partnerships with Historically Black Colleges and Universities, initiatives to promote internal mobility, resources to allow diverse employees to grow their career over time and a goal of hiring 300 additional Black and Latinx advisors by 2025..
A year into the COVID-19 pandemic, a Prudential survey finds that Americans are increasingly focused on near-term survival over planning…
Washington, D.C. – March 11, 2021 – A new study conducted by the Employee Benefit Research Institute examining individual account…
COLUMBUS, Ohio, March 1, 2021 — As the COVID-19 pandemic persists, the impact has been felt by advisors and financial professionals, even the…
AIG Retirement Services, a leading retirement plan provider for tax-exempt and public sector employers, today announced the results of a…
MINNEAPOLIS – Feb. 24, 2021 – As Americans continue to grapple with many aspects of COVID-19, the vast majority believe…
New York, February 23, 2021 – Wealthspire Advisors unveiled today a suite of impact investing solutions for clients seeking to…
DENVER—Nearly seven in 10 U.S. adults (68 percent) say they experienced unexpected financial setbacks in 2020, according to a survey…
Consumer priorities have changed significantly as a result of the COVID-19 pandemic, with nearly half (45%) of consumers surveyed planning to save more and those most impacted financially seeking to mitigate future financial uncertainty.
The recent round of $600 stimulus checks was intended to help fuel the economy through consumer spending and discretionary spending. But many Americans who qualified for the second round of stimulus checks are using – or plan to use – the money for savings, to pay down debt or to handle everyday expenses.
HARTFORD, CT – February 9, 2021 – According to Conning, high dividend equity strategies can serve institutional investors in this…
