Data & Research

Saving and spending behaviors fluctuate wildly, setting the stage for varying levels of retirement confidence among Americans, a study found.

The LGBT community is concerned they may not be able to maintain their lifestyle in retirement and could outlive their savings.

Adult children and their parents struggle to communicate about retirement planning, providing care for elderly parents and inheritance strategies.

 Retirement benefits remained mostly intact during the Great Recession.   

Baby Boomers have not totally counted out Social Security as a source of retirement income.

Nearly one-third of adults do not know if they will be able to retire or do not believe they will be able to retire.

Retail and institutional investors are exhibiting behavior that appears to be at odds with their investment goals, a study found.

Registered investment advisers (RIAs) must invest in their company to ensure it not only thrives but grows.

Few defined contribution (DC) plan participants have changed their behavior based on fee disclosure information they have received.

Hiring portfolio specialists is a growing trend within the asset management industry.

Having a prearranged retirement plan distribution methodology is important.

The National Retirement Risk Index (NRRI) shows that more than half of households may be unable to maintain their standard of living in retirement.

A lack of education may be impeding adviser usage of traditional alternatives.

Slow economic recovery and tax increases could create new problems for  Baby Boomers saving for retirement. 

Plan advisers are, for the most part, satisfied with their current providers. 

Nearly 60% of non-retired investors working with a financial adviser want experts with retirement income credentials, a survey found.

Fifty-six perfect of investors polled by ING said saving for retirement is harder than running a marathon.

Two-thirds (65%) of middle-income ($40,000 to $99,999) American workers are saving less than 5% of their annual income for retirement.

Social Security may play a greater role in retirement security for future retirees, but many are uninformed about maximizing this benefit. 

Discussing health care costs in retirement is new for many advisers, and few say they have the knowledge and resources to do it well.