Data & Research

Transamerica surveyed benefits directors and found that many believe their organizations do not do enough to help employees make critical decisions at the point of retirement.

Affluent investors in the Gen X demographic – between the ages of 29 and 44 – using advisers saw significantly less growth in their portfolios last year than those...

The Center for Retirement Research has found that defined contribution plans may have a role in the public sector, but in combination with, not as an alternative to,...

At the end of 2010, exchange-traded funds (ETFs) reached 25% of retail fund assets in wrap programs at national broker/dealers (B/Ds), up from 22% at the end of...

Cerulli Associates analyzes the potential growth of exchange-traded funds in a new report.

The ability to participate in a defined contribution (DC) retirement plan at work is imperative for having enough money to afford basic expenses and cover uninsured medical care...

Meeting day-to-day expenses is more of a concern for U.S. employees than funding retirement, according to PricewaterhouseCoopers (PwC).

Only 12% of wealthy Baby Boomers said it is highly likely that their children will attain the same or higher level of wealth as they have, reported a...

The Dow Jones Affluent Investor Study found that advisers are not touching all the bases with their affluent investor client base, including a surprising percentage in need of...

Defined contribution (DC) plan participants pay the most attention to their current balance (42%), rather than other plan elements.

The American Express OPEN Small Business Monitor finds retirement savings is a worrisome topic for business owners.

Strong performance across equity sectors coupled with positive returns in the bond markets helped push total U.S. retirement market assets to an estimated $16 trillion by year-end.

A substantial majority (98%) of affluent women say honesty and trustworthiness are key criteria for selecting financial advisers, the Spectrem Group found.

Meeting new regulatory requirements remains the top challenge among investment managers, according to an SEI poll.

Being knowledgeable and trustworthy are the most important factors people consider when searching for a financial adviser, the First Command Financial Behaviors Index found.   

Never being able to afford retirement is the nation’s most common financial concern for the second year in a row, according to a survey from the American Institute...

Nearly 83% of sponsors in a recent survey said participants are at least satisfied with retirement planning tools available to them; however, 79% also said participants do not...

An MFS survey found 59% of non-retired Boomers agree with the statement, "I'm more concerned than ever about being able to retire when I thought I would."

MFS found the younger generations are somewhat more optimistic in their approach to investing, but there is concern over Gen X/Y's ability to save enough to meet long...

Prudential released findings from a research study, “The African American Financial Experience,” and the results show a demographic largely mistrusting of the financial services industry, with a growing middle...