Silviya Simeonova


Author's Posts

Advisor Audit Shows Fund Firms Underperform in Digital Offerings

June 07, 2017 by
The financial advice industry is going through unprecedented disruption. Tighter regulations, shifting client demographics, new competitors, pricing pressures and technological innovations pose many challenges. Asset management firms can be valuable partners to advisors in this uncertain environment by providing web-based resources that support FAs in their prospecting, client communication, fund research and financial plan development. […]

Women Face a Challenging Path to Retirement

June 01, 2017 by
Findings from Corporate Insight’s 2016 DC Plan Participant Survey indicate that most 401(k) plan participants are optimistic about their retirement outcomes. As we discussed in April, however, this high degree of confidence is largely unfounded considering that many participants are not saving enough and are ill-informed about retirement planning. Women in particular are especially vulnerable […]

Reality Check: The Overconfident Retirement Plan Participant

April 24, 2017 by
Scottrade recently released a retirement study that explores investors’ attitudes toward retirement, financial advice and the (yet to be implemented) fiduciary rule. The study found that 85% of investors are at least somewhat confident that they will have enough money to retire comfortably, with Seniors (70+) most likely to say they are extremely confident. Corporate […]

Economic hurdles, retirement plan design inefficiencies discourage Millennials from saving for retirement

December 21, 2016 by
The post below is adapted from our newest special study, Satisfying Today’s Retirement Plan Participant. To secure your copy of this research report, please contact your Corporate Insight Relationship Manager. America’s working population is undergoing shifts that will inevitably affect the retirement plan industry, with millions of Baby Boomers retiring and as many Millennials joining […]

Satisfying Today’s Retirement Plan Participant: Study Now Available

December 15, 2016 by
Our latest study, Satisfying Today’s Retirement Plan Participant, is now available! This study shares the results of our September 2016 survey of close to 1,500 DC plan participants, shedding light on participant satisfaction with providers and examining such key aspects of the relationship as advice and planning offerings, communication, mobile apps and websites. We also […]