LACK OF CONTROL
Only about one-third of retirement savers feel like they have a lot of control in actively making decisions over their investment portfolios.
SAVERS’ TOP CHALLENGE
The rising cost of living and inflation are the #1 concerns across all generations.
ADVISORS DRIVE BETTER OUTCOMES
Savers with an advisor are more than 2x as likely to have over $250,000 in retirement savings than those without an advisor.
SAVERS WANT HELP
91% of financial advisors say that offering services for held-away accounts has increased demand for their services.
