Data & Research

Merrill Lynch’s “Affluent Insights Quarterly Survey” took a closer look at the state of affluent small business owners in America.   

Nearly half of individuals surveyed by The Hartford said retirement benefits are more important now than before the start of the recession.

Merrill Lynch's “Affluent Insights Quarterly Survey” finds although affluent Americans are feeling more financially secure this year than last, 61% are expecting to retire later than originally planned.

The retirement risk advisers think is most important for them to address is longevity.

MetLife said its 8th Annual Employee Benefits Trends Study approximately one out of two Gen Y employees does not feel very confident about their ability to make the...

Eighty percent of baby boomers surveyed in a poll commissioned by Humana indicated they have changed their retirement expectations, with 44% expecting to work longer.

The percentage of households at risk for not meeting their retirement goals jumps from 51% to 60% when they live off of the interest from their assets instead...

Advisers are facing several new challenges in the “post-recession” climate, and many feel that they have to tackle these challenges on their own, according to a survey conducted...

A new J.D. Power and Associates study showed financial adviser sentiment towards their firms has stabilized in 2010, after a rocky few years.

Cogent Research found that providers will gain business and loyalty from advisers if they are able to establish both a functional and emotional connection with advisers.   

A report from the Investment Company Institute shows that in the first half of 2010, defined contribution plan participants’ loan and withdrawal activity rose slightly compared with the...

Women feel more overwhelmed, less confident and less in control than men when it comes to financial planning and retirement, a survey by the Penn Mutual Life Insurance Company...

New findings from MetLife’s 8th Annual Employee Benefits Trends Study show members of the working sandwich generation - those who are holding down a full-time job while raising...

Younger boomers still have time to recover from the 2008 economic downturn, but worry about control and stability in retirement more than older boomers.

Fifty-two percent of those in a recent Sun Life Financial poll expect to work at least three years longer than planned, and as many people expect to retire...

A Mercer survey found that about half (49%) of responding tax-exempt organizations offer top executives an employer-paid nonqualified retirement plan.

A new survey of employees and managers finds workers want supervisors who guide them with clear goals and provide them with the motivation and tools to get there.

Every adviser needs a plan – but what sort of plan are we talking about?  An investment plan?  A benchmarking plan? And how short- or long-term should a...

Fifty percent of U.S.-based financial services professionals are expecting higher bonuses for this year’s performance as compared to last year, according to a new survey.

Research from Fidelity Investments indicates investors are redefining how they measure financial success amid changing confidence levels and risk tolerance in today’s fluctuating markets.