Data & Research

A new analysis from financial research and analytics firm Cerulli Associates finds adviser migration may grow independent channels to 38% market share by 2016.

Americans are often passive about financial education and financial literacy, which can negatively impact their chances for living a comfortable retirement, a new study finds.

The seventh release of the “Adviser Insights” study from Fidelity Investments suggests financial advisers are enjoying the highest levels of compensation and assets under management since 2007.

New research from financial analytics firm Cerulli Associates finds “mega adviser teams” with at least $500 million in assets under management control 42% of the total advice market.

A new analysis from the LIMRA Secure Retirement Institute suggests more than four in 10 employers believe the Patient Protection and Affordable Care Act (or ACA) has directly...

A survey of retirement plan sponsors from AARP suggests there is widespread support for holding more types of financial advice to a fiduciary standard.

Results from the Charles Schwab Money Myths survey show a prevailing sense of overconfidence and unfounded optimism among U.S. workers planning for finances after age 50.

When it comes to executive retirement arrangements, a recent study reveals a continued emphasis by U.S. companies on elective deferred compensation.

The young and affluent members of Generation Y (a.k.a., Millennials) show a higher use of online brokerage accounts over defined contribution (DC) plans, says a new study.

The generational financial wellness gap is widening as younger workers struggle with debt and a lack of cash flow, according to a new survey from consulting firm PwC...

The Insured Retirement Institute (IRI) released a new report showing Baby Boomers’ confidence in their plans for retirement continues to decline.

Plan sponsors might consider offering Roth accounts to participants, since some may want to contribute after-tax dollars to retirement savings.

Employees have significant gaps in their financial literacy knowledge when it comes to areas such as money management, says a new survey.

Workers who made changes to their 401(k) accounts last year took a positive step 76% percent of the time, according to a recent analysis.

Sixty-eight percent of employers offer some kind of financial education for employees, a survey found.

Men have slight edge over women when it comes to saving at the recommended 10% rate, according to research from Wells Fargo, but people still fall short of...

At year-end 2013, retirement account assets were $19.018 trillion, according to Spectrem Group’s Retirement Market Insights Report 2014.

Defined contribution (DC) plan sponsors are evaluating their current target-date funds (TDFs) and considering whether or not custom TDFs are a better option, a survey shows.

New research indicates it is probably reasonable to say about 50% of private-sector workers participate in a retirement plan.

Thirty percent of respondents to a recent survey note a higher plan participation rate for nonqualified deferred compensation (NQDC) plans.