Data & Research

Advisers can play a major role in helping women by providing a fact-based estimate of their long-term care costs and setting up plan to pay for those costs.

A single basis point drop in the average U.S. retirement plan fee may not seem that significant, but magnified across hundreds of billions in assets it represents an...

A Lincoln Financial survey found a significant decline in participant engagement and a sharp rise in instinctive decisions.

About three-quarters of advisers in a Fidelity survey are anxious the DOL fiduciary advice rule will affect how they do business.

More than half of Americans said in a survey they have less than $10,000 saved for retirement.

Those who rolled money over with the help of an adviser were more likely to have a comprehensive retirement plan.

Investors are clearly feeling stressed out by the markets and their wider retirement savings outlook—but they’re also showing an impressive amount of restraint when it comes to managing...

Employers increasingly view managed accounts as a powerful talent attraction and retention tool.

Only about one-quarter of Generation X is highly confident they will have enough money to support themselves throughout retirement.

Researchers created a 15-year database of advisers from FINRA’s BrokerCheck.

Sometimes it just takes a little insight to dispel a lot of fear and uncertainty—especially when it comes to financial planning and the future cost of health care. 

Participants who engage with a financial professional have better results than those who just use online tools.

Can advisers predict which investors are more likely to sell in market downturns?

Half are positive about their financial futures, up from 46% a year ago.

More than three quarters view ill health as the largest barrier to a secure retirement.

Retirement wealth has not grown fast enough to keep pace with an aging population and other changes.

Less than two-thirds of Americans interviewed are confident they are saving enough for retirement, down from 72% in 2015.

When selecting a TDF, many retirement plan sponsors fail to look holistically at allocation and risk.

Retirement outcome success with the new military retirement system will depend much on participants making best savings decisions.

A survey reveals lessons from retirees for planning to pay expenses in retirement.