Gen Xers are least likely to seek professional advice despite growing wealth, Jefferson National finds.
Three things to keep in mind as retirement planning has shifted in dramatic ways for members.
One-third felt confident compared to half of men in new study.
Cerulli Associates research finds retirement rollover contributions reached $321 billion as of year-end 2012.
The financial crisis of 2008 most likely taught members one hard lesson – no one wants to lose their money like that ever again.
Baby boomers collectively represent nearly half, or 44%, of the affluent investor population, and as such, are justifiably a group of great interest to credit unions and other financial service providers.
Summertime is for fun and relaxation, right? Not so for wealth advisers.
First West Credit Union said it has extended its strategic alliance with Qtrade to at least 2019.
Credit union survey contrasts with investor survey from Spectrem that shows personal issues such as health at the fore.
Templeton-sponsored survey finds stress on the rise, with 37% saying they were more concerned about outliving assets, making sacrifices than last year.