One in two (51%) affluent investors with a balance in a former employer-sponsored retirement plan (ESRP) expects to move their money into a rollover IRA in the next 12 months, representing the potential for $382 billion* to transfer into IRAs this year....
Amid record sales for fixed indexed annuities over the past several quarters, a new study reveals that several challenger firms are showing stronger momentum than established market leaders among insurance agents and financial advisors.
Contrary to commonly held beliefs, many self-directed investors are not young, wealthy, active traders, but instead have varying degrees of net wealth, investment savvy and trading experience and could benefit from the support of an investment professional.
Advisors have more money than ever currently invested in mutual funds, but they are choosing to work with fewer providers overall, and increasingly concentrating more assets with their primary mutual fund provider.
An organization with no connection to Market Strategies has been placing fraudulent calls to consumers claiming to be from Market Strategies, offering a four-year vehicle warranty for $2,000. This is a scam and not a legitimate business proposition....
Defined contribution (DC) plan sponsors across all plan size segments are expanding their 401(k) plan investment menus–not by adding new investment options, but by increasing the number of investment managers they use.
Selecting a new DC plan record keeper is a labor-intensive event plan sponsors avoid until necessary, but when it comes time to make a decision, the soft factors of a relationship are the key components to winning new business.
While more than 7 in 10 affluent pre-retirees age 55 and older feel confident about their ability to generate a suitable income stream in retirement, less than one-third have determined the most sensible Medicare option or evaluated financial protections against major health event expenses.
For Wholesalers, getting face time with high-end producers is no easy task, but making those interactions effective is even more challenging, according to new findings from Cogent Reports, a division of Market Strategies International.
Asset managers and distributors attending the annual Investment Company Institute (ICI) conference this week in Washington are getting a firsthand look at a new set of subscription-based services developed by Cogent Reports, a division of Market Strategies International.
Many institutional investors, particularly corporate pensions and 501(c) tax-exempt organizations, are forecasting substantial increases in their allocation to passively managed investments over the next three years.
Uninsured Americans not planning to sign up by the deadline for health insurance under the Affordable Care Act say they are basing that decision, at least in part, on the cost of coverage. However, most made that decision without visiting an exchange.
The expected retirement age among affluent pre-retirees today has gone up to 68–eight years higher than the actual retirement age reported by those already in retirement. There are multiple factors driving this delay including the anticipated sources of retirement income, and an overall lack of confidence among pre-retirees in their ability to meet all of their retirement income needs.
Now that institutional investors in the US are reaping the rewards of improving market conditions, they are increasingly turning to specialized managers to fulfill their investment mandates. Yet, given divergent sets of needs, relatively few of the leading broad asset managers are poised to capture future mandates from both defined benefit pension and non-profit institutions.
A newly released study by Cogent Reports shows that while PayPal is better known and long-established, 13 challenger brands including Square and Amazon Payments are gaining recognition and credibility in the rapidly changing payments marketplace.