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Summary: Pundits like to make fun of the tradition of New Year’s resolutions, pointing out all the failures to actually follow through on those resolutions. Yet Americans keep making them, year after year. According to the Statistic Brain Research Institute, 45% of us usually make resolutions, but only 8% succeed in following them.
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Summary: Wealth management is undergoing a dramatic transformation, driven by megatrends that are permanently altering the trajectory of a growing industry.
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Summary: The idea of a new year is exciting: we can turn a page, wash the craziness of the past year off of us and start fresh. After weeks of the stress of the holidays, family and year-end business goals, many of us are looking for a chance to catch our breath and get back to “our best self.” And that’s when we make our resolutions.
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Summary: Last year also saw double the young workers rate flexible work schedules as the top job benefit over employer contributions to retirement savings accounts, 14.46 percent to 7.81 percent.
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Summary: When advisors told Fidelity that its next RIA benchmarking study should focus on pricing strategies, they wanted the findings to show that “everything’s fine; they could continue down a path of inertia,” recalled David Canter.
