Data & Research

About two-thirds of blacks (compared with about a half of whites) say they would increase contributions to their retirement plan if employers provided access to financial advisers, seminars...

FRC’s latest ADVISOR INSIGHT report found that Russell, American Century, and Putnam received the best approval ratings from advisers.

A Transamerica Retirement Survey reveals that Americans want the next President and Congress to focus on guaranteeing retirement income.

Workplace retirement plans enjoyed an across-the-board participation hike in 2007—the first such increase since 1998.

The majority of advisers in a recent survey expect the government’s rescue plan for Wall Street to help the market rise.

Did you know fleas that live on a dog can jump higher than fleas that live on a cat?

A report from the AARP Public Policy Institute suggests inadequate legs on the three-legged stool for retirement savings will mean a bleak retirement for many.

A survey by the Syzygy Consulting Group found that aggregate employee ownership decreased 9%, falling to 15.14% of outstanding common share equivalents.

Many Americans who don’t have an adviser think they don’t have enough money to attract an adviser, according to a survey by AARP Financial Inc.

Americans are worried about today’s market, and many say they think an adviser could help them.

A new report says that day-to-day expenses are thwarting parents’ ability to set aside money for college – and they may have to put off retirement as a...

Among the wealthiest 10% of U.S. households, this presidential election is a dead heat.

New research finds dramatically different levels of optimism about when generational groups plan to retire and what they expect to rely upon in retirement.

An Aon Consulting employer survey confirmed the long-held notion that many employees don’t know how big of a retirement nest egg they will need.

The J.D. Power and Associates 2008 Financial Advisor Satisfaction Survey found that a firm’s performance was the key driver of satisfaction among employee advisers.

A growing number of small businesses are feeling the stress of the tough economy, leading many to cut back on retirement savings or raid their accounts, according to...

More than 60% of global institutional investors, large companies, and pension funds think the government bailout would have a good chance of restoring stability to financial markets, according...

The Profit Sharing/401k Council of America’s (PSCA) survey of profit-sharing and 401(k) plans provides evidence of the link between automatic enrollment and higher plan participation rates.

The year-old 403(b) regulations from the Internal Revenue Service have had a more profound impact on health care employers’ retirement plan designs than the Pension Protection Act (PPA).

Research from Cerulli Associates said a large chunk of new sales by asset managers last year was influenced by a broker/dealer professional buyer.