- Nearly 1 In 5 Gen X Workers Don’t Expect To Ever Fully Retire
Back-to-back economic crises have forced Gen X to delay retirement, slash spending, and take on second jobs
Between dot-com crashes, the 2008 financial crisis, and a global pandemic, Generation X has weathered a gauntlet of economic disruptions.
read more - Next-Gen Wealth
Examining how families and small business owners are rethinking strategies for building generational wealth
The Guardian Life Insurance Company of America® (Guardian) recently released its latest publication, Next-Gen Wealth: New opportunities for families and business owners.
read more - The Guidance Gap
A new generation of investors is blurring the lines between information, advice, and entertainment
Betterment, a trusted wealth and savings platform, today released its 2026 Retail Investor Survey, the fourth annual look at how retail investors navigate financial decisions and what shapes their confidence.
read more - Asset Managers Rethink Product Team Structure
As product complexity rises, asset managers reassess how product teams are staffed and deployed
Asset managers are expanding product capabilities across vehicles, solutions, asset classes, and geographies, creating new demands on product organizations.
read more - 2026 Multi-Family Office Asset Pools
Global multi-family office market tops $5.2 trillion
Multi-family offices, private wealth management advisory firms typically serving groups 10-50 high-net-worth clients with individual accounts with $5 million or more in investable assets, now account for more than $5.2 trillion in assets under management, according to the Multi-Family Office Asset Pools 2026 Report from With Intelligence by S&P Global.
read more - Onboarding The Next Generation
Gen Z investors are starting younger and showing greater financial discipline
Binance Research, the market research arm of the world's largest cryptocurrency exchange, Binance, has recently published a new weekly market commentary titled 'Onboarding the Next Generation'.
read more - Tokenization Adoption
Americans are open to tokenized assets -- when framed as practical, protected, familiar finance
The Coalition for Tokenized Markets (CTM) and HarrisX recently released their 2026 Report on Tokenization Adoption, a national survey of 2,008 U.S. registered voters examining how Americans view digital assets and tokenized investments.
read more - Advisor Retirements Underscore Need For Stronger Rookie Development
35% of all financial advisors, who manage 40% of industry assets, plan to retire within the next 10 years
The anticipated wave of advisor retirements over the next decade is underscoring the need for wealth management firms to better attract and retain the next generation of talent.
read more - Americans Are Choosing Land Over Traditional Real Estate
OffersTree explains how changing investment priorities, population growth, digital marketplaces and renewable energy expansion are influencing how Americans evaluate vacant land
Americans are taking a fresh look at real estate investment. While single-family homes and rental real estate continue to play an important role in many investment portfolios, vacant land is attracting interest from buyers seeking flexibility, fewer ongoing maintenance responsibilities and opportunities tied to long-term growth.
read more - Anxious But Opportunistic, Investors Aren’t Waiting Out Uncertainty
Advisors are leaning into protection solutions to balance clients' growth and risk management needs
Inflation and market volatility have created one of the most complex financial environments in recent memory, causing more than three in four (77%) non-retired investors to be concerned about a U.S. economic recession over the next 12 months.
read more - How CFOs Are Becoming The Architects Of Operational Trust
Nine in 10 LPs more likely to commit to funds using leverage when disclosure is clear
Fund-level leverage and liquidity tools have moved from specialist financing techniques to mainstream private capital infrastructure, according to new research from CSC, the leading provider of global business administration and compliance solutions.
read more - The AI Investment Paradox
Asset managers divided over whether they are spending too much or too little
A striking investment paradox is emerging at the heart of the asset management industry's AI revolution, new research from Clearwater Analytics reveals.
read more - State of Pensions 2026
Public pensions reached their best funded status since 2009 but are vulnerable to a broad market downturn
America's state and local pension systems are in their strongest funded position since 2009, according to State of Pensions 2026, Equable Institute's seventh annual analysis of 253 statewide and municipal retirement systems across all 50 states and D.C.
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