Data & Research

In its “Advisor Assets in Motion” report, Cogent Research found nearly 50% of advisers are not winning as many rollover assets as they could be.  

The Employee Benefit Research Institute (EBRI) found men and women are equally likely to say they (and/or their spouse) have saved for retirement or are currently saving for...

Vanguard research shows that defined contribution (DC) savings for most participants continued to grow over three- and five-year periods, even during the turbulent years of 2008–2009.

 MFS Investment Management's Investing Sentiment Survey found several disconnects between what advisers think investors feel, and what investors are actually feeling. 

A survey from Capital One Bank found that more than one-third (37%) of Americans plan to spend all or part of this year’s refund.

Seventy-nine percent of respondents to a Charles Schwab poll cite charitable giving as a priority, outranking a surprising number of other priorities.

Fifty-five percent of plan sponsors say they have no plans to adopt automatic enrollment in 2011, according to a recently released survey.

3(21) limited scope investment advisers are used more frequently than 3(38) outsourced investment advisers, according to a Grant Thornton survey.

Russell Investments' quarterly Financial Professional Outlook found 75% of advisers predict 2011 to be a year of substantial growth.  

Half (51%) of advisers agree that having a fiduciary standard is an “extremely” or “very” big differentiator when attracting new clients, according to ByAllAccounts, Inc., an account aggregation...

The majority (55%) of Gen Yers have not started to save for retirement, and fewer than a quarter (21%) are actively planning for retirement, according to Scottrade.

Many Americans believe that those who work for the government get better retirement benefits than those in the private sector, a recent survey shows.

Thirty percent of plan sponsors hope to reinstate previously eliminated or reduced matching contributions during 2011, according to a study.

Defined contribution plans using automatic enrollment increased plan participation rates by nearly 30%, according to a study, but the contribution rate at enrollment is too low.

Working Americans are a lot less confident about their retirement prospects, according to a new report. 

Fidelity Investments' fourth Millionaire Outlook survey reveals 42% of millionaires do not feel wealthy, compared to 46% who said they didn’t feel wealthy in 2009.

Merrill Lynch hosted a Webcast this week called, “It’s Your Future: What Young Americans Need to Know About Retirement,” hosted by former ABC News anchor, Charles Gibson.  

Perhaps it’s because they’re less likely to have a mortgage or other financial burdens, but Gen Y defines “financial success” as putting money aside for long-term goals, whereas...

Forty percent of millionaires expect a call-back from their financial adviser within two hours, according to Spectrem Group's “Millionaire Investor 2010” survey.

An AARP survey of African Americans in New York, age 50 and older, found that 49% will delay retirement if the economy does not improve.