Browsing Tag
Hearts & Wallets
17 posts
Total U.S. Retirement Assets Down 1.6% in Q1 2025; IRAs Growing Faster than DC
New reports from the Investment Company Institute and Hearts & Wallets put defined contribution assets at $12.2 trillion compared to $16.8 trillion in individual retirement accounts
Consumers Show Positive Response to In-Plan Annuity Solutions
Hearts & Wallets latest research features a focus group’s reactions on lifetime income products in workplace retirement plans
Selecting Right Investments, Budgeting for Retirement Among Top Financial Tasks
The data from Hearts & Wallets found that 60% of U.S. households sought professional advice for at least one financial task in 2024
Gen X to Inherit Major Wealth Transfer Over the Coming Decade
As a result, advisors will need to revisit their retirement planning and wealth strategies with Gen X clients, finds Hearts & Wallets
5 Key Wealth-Building Financial Wellness Behaviors, and Providers Helping 401(k) Participants Follow Them
New Hearts & Wallets research finds households that adopt these behaviors save much more than other households
Mass Affluent Ranks Drop During COVID
Households with $5 million-plus in investable assets grabbed over 80% of the COVID market runup, while mass affluent…
Is 55 the New 65?
Despite the financial stresses of 2020, a Hearts & Wallets survey found that near-retirees are eyeing earlier retirements.…
How Avoiding Complex Financial Terms Can Benefit 401k Plans
In the employer-sponsored retirement plan arena, poor understanding of financial terms is not the fault of 401k plan…
Older Americans Want Retail Advice, Rollovers: Study
Hearts & Wallets finds older Americans retirement planning needs aren't fully met in their workplace plans.
Top Goal of 401(k) Money Movers: Simplify Finances
The top reason investors say they move money from 401(k) plans and other accounts is to “simplify their…