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This section connects data, trends, and analysis to the realities of advisory practice. Explore original perspectives and independent research that help you stay ahead of shifts in behavior, product design, and retirement strategy—turning complex developments into clear, practical takeaways.
As digital tools, automation, and artificial intelligence reshape financial advice, one thing remains unchanged: trust still determines who clients listen to — and who they stay with. While technology can amplify efficiency, it also raises new questions. When a recommendation comes from an algorithm rather than a person, what makes[Read More…]
The Next Frontier: In-Plan Annuities Gain Momentum When it comes to the evolution of retirement income, the story is shifting from products sold outside retirement plans to solutions embedded within them. According to the 2025 Goldman Sachs Asset Management Annuity Industry Survey, a growing number of insurers view in-plan annuities[Read More…]
The Paradox of Retirement Confidence Have you noticed how often clients say they feel confident about retirement—yet still admit to nagging doubts? That mix of optimism and unease captures the tone of the 2025 EBRI Retirement Confidence Survey (RCS). Now in its 35th year, the survey offers a reality check on how Americans[Read More…]
Savers Want Income Certainty—But Many Aren’t Ready The latest 2025 Read on Retirement® survey from BlackRock, Inc. reveals a powerful trend: 93% of savers say they’re interested in products that provide a steady income in retirement. Yet only 38% of plan sponsors believe the majority of their employees are actually on track for a secure retirement. That disconnect underscores a growing divide between what individuals want—financial[Read More…]
The Rising Cost of Retirement Readiness Goldman Sachs Asset Management’s 2025 Retirement Survey & Insights Report paints a sobering picture of the new retirement landscape. Rising costs in housing, healthcare, education, and caregiving have far outpaced wage growth since 2000 — squeezing household budgets and leaving less room for retirement savings. [Read More…]
