Data & Research

For IRAs, It’s All About the Rollover

A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.

Physicians Need a Financial Check-Up

Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in...

Retirement Specialists Outperform Peers

Retirement specialist advisers are more successful than other consulting segments at earning high client satisfaction ratings and increasing key retirement readiness metrics, new research shows.