While most adults age 25+ don’t carry any personal medical debt, two in five (38%) could not pay off an unexpected $5,000 out-of-pocket health care expense, according to a new  Nationwide Retirement Institute® survey. As a result of unexpected health...

As stock markets rebounded from last year’s bottom and hit new highs, more advisors and financial professionals may be looking to monetize their practices in the year ahead—while others look to make their practices stronger. Deal flow is expected to ...

Columbus, OH — As stock market valuations rebounded from last year’s bottom and hit new highs over the past 18 months, more advisors and financial professionals may be looking to monetize their practices in the year ahead, while others look to make t...

Columbus, OH – Nearly nine in 10 plan sponsors and participants (88%), respectively, agree that income in retirement is vital to financial security, according to the Nationwide Retirement Institute’s® 2021 In-Plan Lifetime Income survey of plan spons...

Columbus, OH – While many Americans feel confident in their knowledge of Social Security, that assuredness stands in contrast to their actual understanding of its critical components, reveals Nationwide’s 8th Annual Social Security Consumer Survey.Co...

Columbus, OH — As lawmakers in Washington debate new proposals for taxing wealth transfer, capital gains and the income of top earners, tax policy remains a top concern for advisors, financial professionals and the clients they serve, according to Na...

Columbus, OH – A recent Nationwide Retirement Institute® survey of advisors and financial professionals reveals that most are in favor of the proposed Securing a Strong Retirement Act (House) and Retirement Security and Savings Act (Senate), commonly...

Coming of age in the wake of 9/11, the Market Crash of 2008 and the Great Recession has impacted Millennials’ financial concerns, investing habits, and future earnings potential. Add a global pandemic during their prime earning years, and it’s no won...

Columbus, OH – The COVID-19 pandemic has shaken many U.S. adults’ confidence in retiring comfortably or on time, with one-in-five (19%) reporting it has forced them to delay their retirement or no longer retire at all, according to the new 2021 Tax-E...

Successful advisors and financial professionals are proactively looking ahead, by focusing on strategies to protect their clients, practices and profitability, and position their firms for future growth. Learn more in this infographic....

Columbus, OH — As the COVID-19 pandemic persists, the impact has been felt by advisors and financial professionals, even the most successful. In 2020, only 57% of successful advisors and financial professionals expected the profitability of their pra...

Columbus, OH – While the risk of COVID-19 poses the greatest threat to the elderly, it’s also taking a toll on the people they rely on most: their caregivers. This is particularly true in the Black community, where the pandemic presents new sources o...

“Women are concerned about the impact of the COVID-19 pandemic on their finances and the resulting uncertainty can make planning for the future—and their retirement—more difficult. For several consecutive years, our Advisor Authority study has reveal...

Columbus, OH — As the COVID-19 pandemic wears on, women investors are more concerned about their finances and feel less prepared than they’ve been in years. Nearly three in four (72%) women with investable assets of $100,000 or more said the pandemic...

Columbus, OH – The COVID-19 pandemic has impacted Americans mentally, physically, and financially, and as such, has caused many to reexamine the importance of prioritizing long-term care. The vast majority of Americans (87%) believe it’s more importa...

Columbus, OH — Nearly two-thirds of investors (61%) and more than two-thirds of advisors and financial professionals (68%) anticipate market volatility will increase over the next 12 months. They also agree that the COVID-19 pandemic and presidential...

Investor/Advisor Alignment Check Gives 360-Degree View on Top Factors Forcing Financial Concerns Up and Optimism Down for Second Consecutive Year. The infographic below outlines key study findings....

Columbus, OH — As the COVID-19 pandemic puts immense pressure on American business, driving record levels of unemployment and an increasing number of closures, advisors and financial professionals say their practices are not immune to the impact. Nat...

As COVID-19 puts immense pressure on American business, advisors and financial professionals say their firms are not immune to the impact. By re-tooling with the right technology, they can continue delivering an exceptional client experience, retain ...

Columbus, OH – Social isolation resulting from the pandemic has impacted some Americans’ mental (45%) and physical (40%) health, with many worrying more now about their family’s health (74%) and financial stability (62%) than they did before. Millenn...

Columbus, OH - As the pandemic’s impact collides with powerful systemic pressures putting more responsibility on individuals to save for retirement, Americans’ plans for retirement have been hit by the perfect storm. Roughly-three fourths of investor...

Americans’ plans for retirement have been hit by the perfect storm. The pandemic is driving greater volatility, confidence in Social Security is eroding, access to defined benefits are on the decline and systemic shifts continue placing greater respo...

Columbus, OH – The COVID-19 pandemic has had a dire impact on American’s plans for retirement. More than a third of Americans (38%) say their retirement plans have been impacted, most commonly, because they will have to retire later than planned (19%...

Columbus, OH - Given this year’s tax deadline is extended to July 15, now is an ideal time for consumers to reevaluate their retirement plans, assess how COVID-19 has impacted their financial goals and develop a strategy to optimize taxes in retireme...

Columbus, OH - Even as the COVID-19 pandemic is upending the global economy, driving unprecedented market volatility and record jobless claims, a clear majority of American adults age 18+ (59%), as well as a subset of U.S. investors with investable a...

Louisville, KY — A new Special Report from the fifth annual Advisor Authority study commissioned by Nationwide Advisory Solutions, takes an in-depth look at the emerging market of Millennial (ages 18 – 38) and Generation X (ages 39 – 54) investors wi...

Louisville, KY — Nearly three in ten Millennial advisors (29%) say that adding new technology is the most important thing they will do over the next 12 months to enhance the profitability of their practice, roughly three times more than Baby Boomer a...

Louisville, KY — Nearly six in ten High Net Worth (HNW) investors and nearly two-thirds of Ultra HNW investors anticipate market volatility will increase in the next twelve months (59% vs. 65%). A similar number of the HNW and Ultra HNW say that mark...

Louisville, KY – Now Registered Investment Advisors (RIAs) and fee-based advisors can adopt the seven traits that highly successful advisors have been leveraging year over year to earn more and manage more AUM, according to the latest findings from t...

Louisville, KY — While women investors are slightly more likely than men investors to have an optimistic financial outlook for 2019 (56% vs 53%), women are clearly less optimistic than men about the US stock market in 2019 (36% vs 50%) and the US eco...