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Private Wealth Daily
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In network coverage since October 6, 2026 · 16+ stories
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Income & Annuities

Capital Group paper lays out 4% to 5.5% withdrawal rates for target-date funds

The framework models a 30-year retirement, with fixed annual withdrawals starting at 4% to 4.5% and variable withdrawals at 5% to 5.5%.
Retirement Advisers · Oct 22Morgan Stanley survey: 45% of sponsors rank 401(k) education among their top three concerns
Practice management · Oct 20Michael Kitces: AI's main effect will be deeper client engagements
Plans & Sponsors · Oct 20Invested assets top half of HSA market for first time, Devenir finds
Tax & estate planning · Oct 20Devenir: 52% of HSA assets were invested by June 30
Retirement Advisers · Oct 19Transamerica survey finds 64% of auto-enrolling healthcare plans miss the full employer match
Succession & selling a firm · Oct 16MarshBerry tallies record 294 U.S. wealth advisory deals through September
Practice management · Oct 16Nationwide survey: 56% of investors anxious about midterms' effect on savings
Income & Annuities · Oct 14Cerulli finds no single DC income preference dominates; Guardian cites 64% guaranteed-income confidence
Practice management · Oct 13FINRA Q4 agenda lists 21 priorities and four SEC rule proposals
Plans & Sponsors · Oct 12Alight's 401(k) index shows light Q3 trading despite September Fed hike
Plans & Sponsors · Oct 9TIAA retirement solutions CEO Kourtney Gibson steps down
Plans & Sponsors · Oct 8Plan terminations were 66% of first-half U.S. pension risk transfer deals, October Three says
Tax & estate planning · Oct 7Harris poll: 85% of workers 40–61 find guaranteed monthly retirement income appealing
Income & Annuities · Oct 7Harris Poll: 85% of workers 40-61 rate guaranteed monthly income appealing; 23% own annuities
Retirement Advisers · Oct 6Cerulli and Morningstar find firms spending to turn DC plan participants into wealth clients
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