Advisor Technology

The technology, according to the firm, is designed to streamline research, meeting prep and client-ready proposals.

Their financial confidence plummets as their situations become more complex, an Equitable survey finds.

In 2024, 93% of auto-enrollment plans had participation rates of 80% or higher, compared with 49% of voluntary enrollment plans, according to Vanguard’s annual<i> How America Saves </i>report.

While over half of annuity providers already offer a retirement in-plan solution, a majority believe that automatic plan defaults will be the most effective catalyst for broader adoption, according to a Goldman Sachs annuity survey.

Since the financial advisor’s resignation last month, 20 clients, representing $35 million in assets, have transferred or are in the process of transferring their accounts to Morgan Stanley, according to JPMorgan.

Most working Americans plan to rely on Social Security as their primary source of retirement income, followed by a 401(k), but side hustles will also play a key role across generations.