MINNEAPOLIS – April 13, 2021 – Although the economy is showing signs of rebounding from challenges brought on by the…
Read moreWASHINGTON, 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…
Women investors in 2020 reported significantly higher levels of concern about a U.S. economic recession in the next 12 months…
DES MOINES, Iowa–(BUSINESS WIRE)– The prolonged economic impacts of COVID-19 are wearing on small and medium-sized businesses as owners report…
WASHINGTON, D.C., January 11, 2021 – Certified Financial Planner Board of Standards, Inc. (CFP Board) reported strong increases in the…
DENVER (January 5, 2021) – Skip Schweiss, CFP®, AIF® officially assumed the role of 2021 President of the Financial Planning…
ARLINGTON, VA, January 4, 2021 — The funded status of the nation’s largest corporate pension plans started and finished 2020…
MILWAUKEE — The economic impact of the COVID-19 pandemic has changed the retirement timeline for 30% of Americans, according to…
MINNEAPOLIS – Dec. 15, 2020 – As Americans continue to endure the health and economic impacts of the COVID-19 pandemic,…
Washington, D.C. – December 10, 2020 – A new study from the Employee Benefit Research Institute (EBRI) finds elderly spending…
MINNEAPOLIS – Driven by the COVID-19 pandemic, health and wellness is taking top priority for the majority of Americans in…
Most Americans fail a financial fluency quiz of key investment selection terms, and confusion over a term like “passive investing” can translate into saving less and lower use of investment products, according to a new report.
DENVER (November 12, 2020) – Financial services firms are reportedly hit by security incidents 300 times more frequently than other…
MINNEAPOLIS – Oct. 26, 2020 – With increased longevity resulting in retirements that can last 25-30 years or longer, Americans…
WASHINGTON, Oct. 23– The Employee Benefit Research Institute issued the following news release:. A new study from the Employee Benefit Research Institute's Financial Wellbeing Research Center finds that 90 percent of companies answering the 2020 EBRI Financial Wellbeing Employer Survey either have or are developing a strategy for improving their…
New York State Comptroller Thomas P. DiNapoli issued the following news release:. Amidst the economic tumult brought on by the COVID-19 pandemic, the securities industry saw its pretax profits reach $27.6 billion in the first six months of 2020, an 82 percent increase over the same period last year, according to State Comptroller Thomas P. DiNapoli's annual…
