That fear of falling significantly short of retirement savings among this generation has persisted over the years. The global asset manager’s 2024 retirement survey of Americans between 44 and 59 ...

Teamwork offers obvious benefits in the advisory world—especially since it helps advisors solve the problem of succession planning, at a time when 37% of advisors are set to retire over the next ...

In 2018, fee-for-service financial planning wasn’t yet mainstream, but it was growing in popularity. And as a financial planner (not a fintech guru) who co-founded a business dedicated to empowering ...

Justin Christofel, who co-led the team with Shingler, will become global head of the Multi-Asset Strategies & Solutions Income platform starting on Jan. 1, BlackRock said in a client letter. He has ...

In fact, Gen Z is eight times more likely than seniors to support benefit cuts. A majority of Americans under 30 say younger workers should be protected from higher taxes, even if doing so reduces ...

“After a choppy market for IPOs this year, this debut is a very positive sign,” said Don Zambarano, head of private equity at KPMG US. “With firms facing continuing pressure to return capital to their ...

Integration isn’t technology strategy anymore—it’s client experience strategy. It’s valuation strategy. It’s survival strategy. Look around: the biggest fintech wave right now is not “new tool that ...

In the emerging hierarchy of global wealth, the wealth managers who serve this elite tier will be at the core of financial power in the coming decade.

The play: A private credit firm—one with arms that invest across various debt markets—buys a small slice of a company’s syndicated loans. Once in, they have greater access to the borrower, and can ...

UBS Group AG is set to begin its latest wave of job cuts in mid-January, according to people familiar with the matter.

“These companies are more sensitive to shocks, leaving them at risk of sudden repricing,” wrote Bram Kaplan, JPMorgan’s head of Americas equity derivatives strategy. “Low Vol stocks possess a more ...

Forecasting a central scenario for the U.S. economy in 2026 appears to be a straightforward exercise. But the probability that this baseline forecast would materialize probably does not exceed 50%: ...