Advisor Technology

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 How America Saves 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.

Wayne-Sanderson Farms, which works with over 2,000 family farms that produce nearly a billion chickens a year, now has access to Vestwell’s Group of Plans retirement solution—making it easier and more cost-effective for farmers to save for the future.