Data & Research

A new study from Strategic Insight predicts the DOL fiduciary rule will accelerate demand for institutional pricing of mutual funds sold through intermediaries.

A survey segments respondents based on the propensity to save regularly and their general feelings toward money, and reveals who is most confident about their financial future.

After explosive profits in 2014, they declined sharply in 2015.

However, Millennials are using technology more frequently for managing finances and leading healthy lifestyles.

By comparison, ICI data shows that plans of all sizes pay an average of 1.29% in fees.

That is followed by Social Security being reduced or ceasing to exist.

But even 36% of the highest socioeconomic status households have a retirement gap.

Forty-one percent of families have a 529 plan.

Vanguard recommends three actions parents can take to lower their tuition bill.

They are also looking for fiduciary advisers and leading-edge technology.

An impressive 72% of Millennials report actively saving for the long term, starting on average at the young age of 22.

However, more education about how they work is needed.

It may not be emotionally easy to do, but clients can notably improve their retirement outlook if they reconsider financial support given to their self-sufficient adult children.

These are becoming their preferred methods of reviewing their retirement plans and communicating with advisers.

More 403(b) plan sponsors are also automatically enrolling participants.

While more than half of Americans across age groups are concerned about paying for health care in retirement, 41% of Baby Boomers say they are "very" concerned, according...

And only 21% are working with a financial adviser

A new TD Ameritrade survey report likens the mindset of Millennial investors to that of workers living in the wake of the Great Depression, nearly a century ago. 

For the first time in seven annual editions of its Plan Sponsor Attitudes Survey, fiduciary responsibility is cited as the top reason 401(k) retirement plan sponsors start using...

According to research by Fidelity, couples retiring in 2016 can expect to pay $260,000 on health care throughout retirement or 6% more than the previous year’s estimate.