Data & Research

Of the 14.8% of employers suspending their 401(k) match in recent years, 39.3% have restored them, and another 37.8% are planning to do so in the next six...

With mixed November market results, 401(k) participants continued to transfer funds from fixed income investments into equities, according to the latest data from the Aon Hewitt 401(k) Index.

Sixty percent of workers who only have a high school diploma report being offered a 401(k) or similar plan by their employer, compared to 78% of workers with...

In a survey examining investor behavior, MFS Investment Management clarifies what makes “fearful” investors act the way they do and ways an adviser can help.

As the first wave of Canada's Boomer generation turn 65 years old in 2011, only 23% are concerned about having enough savings, according to the 21st Annual RBC...

The Fidelity poll found that of those who named saving more for a long-term goal as a top resolution, 53% said they will save more for retirement in...

People who spend time with a financial professional report saving two to three times more than their peers who do not, according to a study from the ING Retirement Research...

Research from the Principal Financial Group finds business protection is the number one business priority of company owners, surpassing health insurance.

A Hartford Financial Services Group survey finds a striking sense of pessimism about the quality of life respondents are expecting in retirement.

In its second annual survey on New Year’s resolutions, Allianz Life found that more Americans would rather enlist the help of a financial “trainer” than a physical trainer in...

Despite predictions for higher global equity and commodity prices, and a stronger U.S. dollar for 2011, Bank of America Merrill Lynch also forecasts a much weaker recovery than...

Consulting firm kasina has published a report examining the methods asset managers should use to sell to registered investment advisers (RIAs).  

A report from Aon Hewitt suggests that Generation Y workers (ages 18 to 30) may be most at risk for not having enough savings in retirement, despite having...

New Jersey took the top spot in three key measures of financial capability, according to research released by the FINRA Investor Education Foundation.

Retirement benefits - especially defined benefit (DB) programs - are giving employers an added advantage when it comes to attracting and retaining new employees, according to a survey...

Fifty-six percent of those surveyed would love a chance to go back in time, before the recession, so they could change their financial behaviors.

The First Command Financial Behaviors Index reveals that 23% of middle-class Americans who own a traditional IRA have yet to decide if they will convert their account to...

In its latest “Financial Professionals Outlook,” Russell Investments found that 59% of advisers are optimistic about the markets, whereas only 7% believe their clients feel the same.

A recent Wells Fargo survey showed that many respondents did not have a realistic understanding about how much money they will need in retirement.   

Potential tax increases will lead to a higher number of households at risk in retirement, according to a new study.