Browsing Tag
401(k) Advisors
324 posts
Participants with Advisors Way More Confident of Secure Retirement
First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a financial advisor are better informed and contribute more
Retirement Income Certificate for Advisors Introduced by NAPA
Free course for NAPA members to earn RI(k) certificate launched in response to growing interest in retirement income options
Advisors and Participants Don’t Agree on Retirement Readiness
A study by Allspring Global Investments reports that participants and advisors are disconnected when it comes to retirement readiness, Social Security, and Medicare
Building Client Relationships with Advisor Derek Fiorenza
Derek Fiorenza joins us to explain the somewhat unique approach he has to building client relationships with participants.
Gen Xers Know They’ll Need a Lot to Retire—But They Don’t Have It
Insured Retirement Institute finds most Gen Xers expect to need more income in retirement than previous generations, but they’re not confident their savings will suffice
Too Many Advisors Can’t Spend Enough Time with Clients: J.D. Power
Stifel, Commonwealth rank highest in satisfaction in respective segments according to the 2023 U.S. Financial Advisor Satisfaction Study
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors
Michael Kitces explains the rapid emergence of artificial intelligence and Chat GPT, raising a bunch of fresh questions about the role it will play in financial advice, and how it complements, not replaces the role of financial advisors moving forward.
I Have Seen the Enemy and It Is Us?
Advisor Terry Morgan says advisors overlooking “little” 401(k) participants is a big problem for the retirement industry
Charles Schwab Tops Latest J.D. Power Full-Service Investor Satisfaction Rankings
Schwab tops list of six firms bettering the industry average ranking, but the survey notes overall satisfaction scores tanked along with the stock market
70% of Advisors Find Inflation is No Match for Small Plan Retirement
New research from Vestwell finds a majority of advisors surveyed said inflation has not impacted retirement for small business plans