More than 20,000 US businesses offer an ICHRA, up 53% from 2025
Advisors with business-owner clients can review the fixed monthly contribution an employer sets under an ICHRA.
Nationwide small-cap fund leads capital gains estimates at 57% of NAV
Columbia Select Large Cap Growth's A shares are estimated at 56% of NAV, versus 42% for its institutional shares.
John Hancock-MIT longevity index stays at 60; caregiving lags at 43
Advised adults scored 67 overall versus 58 for those who never worked with a financial professional, John Hancock and MIT AgeLab found.
54% of US adults unaware of savings options after leaving a job
Empower's survey of 2,005 adults also found 47% delayed dealing with retirement savings because the process felt overwhelming.
LPL cuts Commonwealth retention forecast to 83%
The reduced forecast implies about $51 billion of Commonwealth client assets would leave before the mid-November conversion.
BlackRock makes the case for hedge funds as core holdings
The Fall 2026 outlook says long-duration bonds have stopped cushioning equity drawdowns as debt supply rises.
40% of investors changed portfolios before Nov. 3 midterms
A Harris Poll survey for Nationwide found 75% said the election outcome could meaningfully affect their long-term plan.