Data & Research

For nearly one-third of affluent investors, Social Security will provide half their retirement income, according to a study.

Younger people are mostly focused on matches, while older folks concentrate on distribution options.

Most providers expect the new legislation will help them retain assets.

Two-thirds of participants surveyed said helping them know how much more they should be saving or how much they should have in their retirement plan today is a...

"Mega” plans are leading the way in the decoupling of asset management from recordkeeping, SEI finds.

However, fees and investment performance are still top of mind.

Phone calls and then emails are the two next preferred points of contact.

The United States ranks 14th on the relative retirement security of its working population, according to the 2016 Global Retirement Index released by Natixis Global Asset Management.

Sponsors have a tremendous opportunity to build loyalty by educating their workers on financial topics.

Findings from a Natixis survey suggest many investors have expectations that “don’t reflect a full understanding of the risks of index funds versus the benefits.”

Eighty-five percent of workers experience some level of financial stress.

 

Despite warnings from service providers and even current retirees, Americans still significantly overestimate the number of years they’ll be able to hang around in the workplace. 

Solid relationships between advisers and clients have been central to driving this growth during tumultuous market environments, Charles Schwab found.

Cerulli’s latest survey of institutional investor priorities and behaviors shows lasting momentum for multi-asset-class solutions, but also some challenges for the market segment. 

Among the recommendations is to establish a nationwide minimum-coverage standard to pre-empt the patchwork of state-by-state regulation that is already developing.

Employees with access to financial education have more savings.

Nearly one-third of asset managers cite the institutional channel as being their most important target for alternative investment expansion.  

Contrary to conventional advice, researchers found the largest economic benefits from Roth investments accrue to high-income investors.

Men also think about retirement more often than women, and talk about it more frequently with work colleagues, a study finds.

Among middle-income Boomers, that surges to 77%.