Daryl Perry, Oct 21, 2025

Asset Managers’ ‘Sweet Spot’ for 401(k) Growth

Asset managers that struggle with brand awareness among end shareholders could focus on establishing "good partnerships" with the mid-market segment of plan sponsors, and with retirement aggregators that work with such companies, said Laura Varas, CEO and founder of Hearts & Wallets....

IN THE NEWS

Asset Managers’ ‘Sweet Spot’ for 401(k) Growth

More Investors Feel Confident and Ready to Take Risks: Report

Buying Behavior Shifts As More Consumers Enjoy Thinking About Money

Investor confidence hits record high as more Americans embrace financial risk

What investors need to know about financial advisor fees

What to know about serving households with $5M to $10M in investable assets

Is it possible to save too much in retirement accounts?

Multigenerational Living Is On the Rise. Here’s How Advisors Can Help

U.S. Households With $5 Million To Under $10 Million: Savvy And Fickle Investors

US Households With $5M to $10M Prefer Multi-Firm Approach

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

Why the $5-10M market provides growth potential for advisors, financial institutions

Ameriprise Financial: The Advisor-Driven Growth Machine

Growth In U.S. Household Wealth

Wealthiest US households drive growth to $10T, but which accounts are most favored?

Janus Henderson Adds Student Loan Benefit for Employees

Social Security Insolvency Looming Closer Than Expected

Total U.S. Retirement Assets Down 1.6% in Q1 2025; IRAs Growing Faster than DC

Family caregivers face money setbacks and more: Edward Jones

Financial Caregiving: A Big Need With Little Current Support

Financial caregiving is a challenge that more advisors need to address

Who Wants to Live to 100? Not Most Americans

Rising Demand for Financial Caregiving Amid Advice Shortage

Americans are moving money, but where, and why

Look No Further: More 401(k) Savers Pick IRA from Recordkeeper

More Americans are moving money, but who, why, and where?

Q1 2025 Ameriprise Financial Inc Earnings Call

Is the Great Wealth Transfer Really All That Great?

Financial Professional Usage Increasing, Digital Advice Leveling Off

Political turmoil outstrips inflation as Americans’ top financial worry

Clients want more advice on savings, but are you giving them enough?

Does your investor client know how much they pay in fees?

What Customers Want And The Firms Customers Love

Proactivity is key to client satisfaction, and it's lagging, survey says

Friend Or Foe? No One Cares Anymore

Americans Cut Financial Firms Used; Average Share Of Wallet Increases

Financial firms' war for wallet share intensifies with households cutting ties

Financial Advisors’ Delicate Dance to Court Retail Investors

Americans’ saving, investment product savvy improves, study finds

How is consumers’ investing confidence impacting the need for advisors?

Rethinking Retirement

Vanguard Hires Ex-Fidelity Exec to Launch Advice Unit

Hearts & Wallets: Employees Taking on the Majority of Retirement Planning Responsibility

Robinhood Retirement Surpasses 1M Accounts

Give millennials participation trophies for effort, author says

Rethinking retirement: The evolving role of employers in U.S. financial planning

'Employers aren’t responsible for my retirement,' say most (75%) employees

Experienced investors make decisions alone, but they also value advisors

U.S. Household Feelings Of Investing Experience At Highest Peak Since 2010

Investors can’t tell if Fed rate cuts are a trick or treat

The Future Of Wealth Management And The Rise Of SMAs

Traditional Firms Outgun Alts Peers in Marketing Spending

Increasing Consumer Engagement With Saving & Investing Products; The Secret To Brand Awareness for Leading Asset Managers

Options, margin trading a rising source of income for online brokerages, report suggests

Are consumers receptive to an in-plan, retirement-income solution?

Consumer Receptivity To In-Plan Retirement Income Solution

Investors like annuities in 401(k)s, for other people

In-Plan Annuity Providers Advised to Lean On ‘Pension Nostalgia

Consumers Show Positive Response to In-Plan Annuity Solutions

How Receptive Are Consumers to In-Plan Retirement Income Solutions?

Western Asset Probe Could Spell Trouble for Franklin

White House Push to Kill 'Doom Loops' Could Hit Fund Shops

Are affluent Americans prepared to pass on their wealth?

Retirees Should Expect to Spend $165K in Medical Costs: Fidelity

Selecting Right Investments, Budgeting for Retirement Among Top Financial Tasks

US Households Face Significant Financial Advice Gaps

Advisors urged to “take a look at their book” to tackle advice gap

Today’s Top Advice Gaps & The Customer Loyalty Connection

Workplace Advice Use Trending Up, But Age, Assets Matter

Gen Xers Set to Inherit Trillions in Next Decade

The workplace: A goldmine for advisors seeking new assets

Gen Z Will Have To Wait As Gen X Set To Inherit Trillions From Silent Generation

Gen X to Inherit Major Wealth Transfer Over the Coming Decade

Sizing U.S. Wealth: Who Has It Now; Who Will Inherit

Is Your Firm Prepared for the Great Wealth Transfer?

Gen X could get trillions in inheritance over 10 years

Don’t Overlook the Silent-to-Gen X Generational Wealth Transfer

Strongly Performing Robos Are 'Modernized Mutual Funds': Analyst

Smaller Accounts to Boost Direct Indexing Growth: Survey