Data & Research

Spectrem study examines the role and scope of the relationship between wealthy investors and their financial advisers, finding most well-off clients want deeply considerate and personal service.

Most well-off Americans have found a steadier option than Social Security or pension: help from their networking circles.

The perceived cost of advice can prevent Americans actually seeking it.

Those with the highest financial stress levels worry most about health insurance.

Affording their rent or mortgage comes up third. 

Compared with other generations, they want cheaper homes, more vacations, fewer working years.

Global retirement readiness rankings are inherently subjective and often controversial, but Mercer says the U.S. is clearly slipping compared with some other developed nations.  

The way investors treat their assets is changing, especially among Millennials.

Women have the responsibility of making financial decisions, but not the confidence.

Retirement plan advisers are growing more selective in the target-date funds they recommend.

“The findings of the Retirement Income Index are a great testament to our clients’ use of best-practice plan design,” says Teresa Hassara, of TIAA-CREF.

But, fortunately, there are steps they can take to improve their situation, IRI says.

Amid the rise of automated solutions and tech-driven plans, people still want a human voice.

A majority of people surveyed say they are in control of their financial future, yet 30% say their level of debt is ruining their life.

Finances and retirement readiness continue to bewilder American workers, but few turn to online assistance. 

Resources that help employees manage their finances or plan for their financial futures have wide appeal and great potential for use among those who don’t currently have access,...

Lincoln Financial asks young American savers about retirement planning: Do they have an action plan, and are they optimistic about their financial future?

Vanguard finds that the recession of 2008/2009 did not derail Millennial retirement savers.

There’s no way around it, health care cost projections for American retirees are grim, especially when mapped against what people actually have saved. 

Millennials are early adopters, but Gen X is nudging its way into the action.