Research from Spectrem Group suggests Millennials want to be hands-on investors and, while they are willing to use technology to get advice, one-third want in-person meetings.
EBRI found that, even at today’s historically low interest rates, the transfer of longevity risk provides a significant increase in retirement readiness for those who live the longest.
Public pension leaders around the world agree that technology will improve participant services and administrative efficiency—though some skepticism remains in the U.S.