Data & Research

An annual report examining SEC-registered investment advisers found that, although the total number of RIAs declined for the first time since 2001, the total assets under management (AUM)...

Spectrem Group reports that its Spectrem Affluent Investor Confidence Index fell nine points in August to -18, its lowest level in a year.  

Financial advisers often miss the opportunity to speak to their clients about the important role life insurance products can play in financial planning, according to a recent survey...

Nearly seven in 10 Americans (68%) say they will give more sparingly to charity in the coming months, according to a study conducted by Campbell Rinker on behalf of...

Small business leaders report a growing confidence in the economic environment, which appears to be contributing positively to hiring and investment decisions for their business in the near...

Although 25% of teens said their parents have a 529 College Savings Plan in place for them, the majority of teens (66%) and adults (54%) has never heard...

Fidelity Investments' College Savings Indicator found 60% of parents who have started saving for their preschool-aged childrens' college costs are still paying back their own student loans.

A paper released by the National Bureau of Economic Research (NBER) presents new empirical evidence about the effects of retirement benefits on labor force participation decisions.

Almost half of American adults say the financial goal that is most important to them is having enough money for retirement.

The third-party administrator (TPA) marketplace has a 30% influence on 401(k) assets, according to Cerulli Associates.

A recent study reveals middle-income Boomers are demonstrating a commitment to saving for retirement, despite a bleak economic outlook.

Cerulli's latest research indicates that advisers anticipate increasing their discretionary business to account for 71% of their assets by 2013.

Spectrem reports that the percentage of U.S. millionaires using Facebook nearly doubled in 2011 to 46%, up from 26% in 2010. 

The Center for Retirement Research at Boston College found that the increase of older workers in the workforce is related to reduced availability of pensions and retiree health...

A recent report from Cerulli says that current market volatility is likely to spur more clients to seek additional support, as was the case in 2008.  

Some workers are making ends meet by foregoing long-term savings, according to a recent CareerBuilder survey.

A recently released study from Pulse Logic set out to explain why independent registered investment advisers (RIAs) have more assets under management than broker/dealer affiliated advisers.  

Defined contribution plans in 2015 will be better-suited to help participants achieve a successful retirement, according to Diversified's Prescience 2015: Expert Opinions on the Future of Retirement Plans.

Participant withdrawal and contribution data indicate that essentially all defined contribution plan participants continued to save in their retirement plans at work in the first quarter of the...

In its semi-annual Affluent Insights survey, Merrill Lynch found younger affluent investors (between the ages of 18 and 34) are much more concerned about their financial security than...