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.

 

 

 

Industry Trends & Research


By NTSA Net Staff7/5/2016 • 0 Comments

There is a sizable number of pre-retirees and retirees who do not enlist the assistance of a professional when devising a financial plan for their retirement, according to a recent study. It also takes a look at how they do in the effort. READ MORE

By John Iekel6/27/2016 • 0 Comments

A June 20 session of the SPARK National Conference held in Washington, DC. featured a discussion of data security. READ MORE

By John Iekel6/27/2016 • 0 Comments

Panel discussions at the June 20-21 SPARK National Conference in Washington, DC offered insights into the effects the DOL fiduciary rule is already having and how the retirement industry can prepare in the less than 10 months remaining before its effective date. READ MORE

By Andrew Remo6/22/2016 • 0 Comments

The Senate Special Committee on Aging held a hearing on June 15 to examine ways to leverage prizes and technology to influence savings behavior. READ MORE

By NTSA Net Staff6/22/2016 • 0 Comments

Strong majorities of executives, investment professionals and registered investment advisors at a recent conference expect to change their technological systems in order to comply with the fiduciary rule, as well as adjust their budgets to do that. READ MORE

By NTSA Net Staff6/20/2016 • 0 Comments

Last Week Tonight with John Oliver recently included a segment that was deeply critical of the financial services industry and specifically referenced the 401(k) plan that the show’s production company has with John Hancock. Here’s John Hancock’s response. READ MORE

By NTSA Net Staff6/17/2016 • 0 Comments

The U.S. Census Bureau has issued data on revenues, expenditures, cash and investments, and membership data by state and local government for the period July 1, 2014-June 30, 2015. READ MORE

By NTSA Net Staff6/6/2016 • 0 Comments

Retirement expectations vary by age and income — but not as much as you might think. READ MORE

By NTSA Net Staff6/3/2016 • 0 Comments

By the end of last year, 403(b) plans contained nearly $1 trillion in assets; a recent paper takes a closer look at this significant part of the U.S. retirement landscape. READ MORE

By NTSA Net Staff5/27/2016 • 0 Comments

A recent blog post provides tips and ideas for ensuring that plan and participant information is secure and protected from cyberattack. READ MORE

By John Iekel5/26/2016 • 0 Comments

Some background information about state and local pension plans helps illustrate their struggles with funding and brings into sharper relief the importance of those plans, their solvency and strength.
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By NTSA Net Staff5/25/2016 • 0 Comments

Chicago is a massive city — the 3rd largest U.S. city — and has a pension shortfall to match. A recent analysis offers a look at why the figures are what they are. READ MORE

By NTSA Net Staff5/2/2016 • 0 Comments

There was bad news and good news for IRA holders in the first quarter of 2016, according to a recent report by Fidelity Investments. READ MORE

By NTSA Net Staff5/2/2016 • 0 Comments

By a razor-thin margin, the Connecticut senate approved a bill establishing a state-run retirement plan for private sector workers on April 30. READ MORE

By NTSA Net Staff5/2/2016 • 0 Comments

Most Americans believe they pay nothing for their financial products — or have no idea what they pay — according to a new study. READ MORE

By NTSA Net Staff4/29/2016 • 0 Comments

Millennials have a much different relationship with their Boomer parents than Boomers did with theirs — and a new report says that could result in a different kind of retirement. READ MORE

By NTSA Net Staff4/27/2016 • 0 Comments

To better understand the impact of the Labor Department’s fiduciary rule, the NTSA is conducting a study about how financial advisers work with IRA investors, the knowledge and skills needed, and how those are expected to change in the wake of the new rule. READ MORE

By NTSA Net Staff4/26/2016 • 0 Comments

Advisors aren’t the only ones sifting their way through the new fiduciary regulation, though just 60% of providers in a recent survey say they want to understand the impact on the advisors with whom they work. READ MORE

By NTSA Net Staff4/21/2016 • 0 Comments

Millennials may be redefining retirement, and not in the way you might think. READ MORE

By NTSA Net Staff4/21/2016 • 0 Comments

Grasping the importance of preparing for retirement does not necessarily translate to action to bring it about, says a recent study on Americans’ financial beliefs and behavior. READ MORE

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