Data & Research

What is fueling the higher level of confidence Americans express about retirement?

Employees could use more financial guidance from the source that offers financial benefits.

More assets and new clients gained by using social media, and it’s not just LinkedIn.

A Vanguard update to its analysis of older retirement plan participants’ distribution behavior has implications for the design of target-date funds and retirement income programs.

How affluent consumers measure satisfaction with their advisers.

A disconnect between what workers want and what employers provide in tailored benefits communications.

Two-thirds of all investors have been consciously reducing their debt, according to the Wells Fargo/Gallup Investor and Retirement Optimism Index.

Retirement plan participants who consistently contribute show greater balances.

In the digital world advisers do things differently, depending on their type.

The proposed fiduciary rule would protect investors with slender assets in rollovers, DOL says.

The latest research from global analytics firm Cerulli Associates finds that the advisory industry’s external wholesaler headcount will begin to decline through 2020.

Americans on the whole are pretty fickle when it comes to money issues and retirement planning, showing equal parts optimism and pessimism.

The Center for Retirement Research at Boston College asks what part an inheritance plays in reducing retirement uncertainty.

More than one in 10 Millennials seeking professional financial advice has fired an adviser during the last year. 

An analysis found a 26% gap in the shortfall between men’s and women's retirement savings.

They say they would value the assistance as much as health care benefits and 401(k)s.

And 40% say they feel they are ill prepared for retirement because of inadequate savings.

Most associate retirement with insecurity and poverty.

More than a quarter are working with an adviser—a record high.

Strong revenue and profitability are driving the deals.