Industry Trends and Research

Industry Trends and Research covers significant research and trends affecting the advisor-sold retirement market. Overarching issues and major research initiatives are reviewed, posted and discussed by thought-leading institutions and industry publications.

By Nevin Adams5/11/2015 • 0 Comments

This is the time of year when graduation speakers seek to influence and inspire graduates. READ MORE

By Nevin Adams5/8/2015 • 0 Comments

Many questions remain about the Department of Labor’s fiduciary reproposal, and it seems as though more emerge every week. READ MORE

By Nevin Adams5/7/2015 • 0 Comments

Apparently the poorer and younger you are, the more likely you are to be interested in a QLAC. But if you have a retirement plan of any kind, not so much. READ MORE

By Mike Bushnell5/7/2015 • 0 Comments

A new study reports that Americans are more committed than ever to save money for their retirement, and with Millennials and Gen Xers expressing record levels of concern about the future of Social Security, more workers are feeling like they have no other option. READ MORE

By NAPA Net Staff5/6/2015 • 0 Comments

The employer match has proven to be a powerful draw over the years — but a new survey suggests there are limits. READ MORE

By Mike Bushnell5/5/2015 • 0 Comments

As globalization and capitalism have spread throughout the world, so has the concept of phased retirement. According to a new HSBC study on worldwide retirement trends, what workers hope to do as they get older varies widely continent by continent. READ MORE

By Nevin Adams5/4/2015 • 0 Comments

With publication of the Labor Department’s fiduciary reproposal, we now have some answers — and some more questions — about the what, when, who, how and how much this might impact. READ MORE

By NAPA Net Staff5/4/2015 • 0 Comments

A recent update of DC plan statistics suggests that loans, withdrawals, contributions and asset allocations were largely unchanged in 2014. But is that a good thing? READ MORE

By NAPA Net Staff5/1/2015 • 0 Comments

Average 401(k) balances bounced back in April, but it was new money that did the heavy lifting. READ MORE

By Nevin Adams5/1/2015 • 0 Comments

It may not be for everyone, but for most of this week’s NAPA Net survey respondents, the best career choice was to be an investment manager. READ MORE

By NAPA Net Staff4/29/2015 • 0 Comments

One in three affluent Americans added a new financial services firm relationship last year, as consumers practice “stable two-timing” to combine the strengths of various firms to gain advice or resources, according to a new report. READ MORE

By Mike Bushnell4/28/2015 • 0 Comments

Many plan sponsors don’t know exactly what their role as a fiduciary is, creating an opportunity for plan advisors to step in and provide guidance, according to a new survey. READ MORE

By Nevin Adams4/27/2015 • 0 Comments

Concerns about retirement plan “leakage” continue to emerge. But could plan design play a role in encouraging — or discouraging — current trends? READ MORE

By Nevin Adams4/27/2015 • 0 Comments

You may like what you do for a living — or you may not. Or maybe you like what you’re doing, but have always wondered about a different career choice. READ MORE

By NAPA Net Staff4/24/2015 • 0 Comments

A new study by EBRI takes a look at the end-of-life financial situation in America, and the results provide useful insights to advisors helping workers save for that period. READ MORE

By Nevin Adams4/24/2015 • 0 Comments

Think you’ve had a bad week? It could have been worse. Check out what happened to these guys…. READ MORE

By Nevin Adams4/24/2015 • 0 Comments

A recent survey finds that three-quarters of advisors are using social media for business, and two-thirds (66%) have gained new clients via social media — up from 49% in 2013. READ MORE

By Mike Bushnell4/23/2015 • 0 Comments

For an increasing number of Americans, work is where they expect to learn how to save for retirement. And according to a new Bank of America Merrill Lynch survey, a growing amount of employers are trying to help. READ MORE

By NAPA Net Staff4/22/2015 • 0 Comments

Forget about those stories of retirees longing to extend their working careers — a new survey finds that nearly half of recently retired workers wish they had retired … sooner. READ MORE

By Nevin Adams4/21/2015 • 0 Comments

When is a plan not a plan? When you have a retirement plan at work, apparently. READ MORE

«« First « Previous |1 2 3 4 ... 9 10 11 12 13 14 15 | Last ››