Data & Research

According to a July survey, nearly half of surveyed advisers were willing to recommend private market investments, but most also...

A new survey of members of Generation X by PulteGroup found that more than one-quarter of respondents said they may...

Employees with adequate emergency savings contributed more to their 401(k) accounts and took fewer withdrawals than those without, according to new...

Surveys by Achieve and Empower found more than half of respondents rate their finances as ‘poor’ or ‘fair,’ but nearly...

Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent...

Interest in non-U.S.-equity exchange-traded funds is growing and investors are also rotating out of small-cap equities.

The Federal Trade Commission found that total losses due to fraud for adults older than 60 climbed to nearly $700...

Benefits provider Lively found its customers spent an average of 80% of their health care account assets in 2024, reflecting...

President Donald Trump’s key tax and spending legislation will result in a net increase of $168.6 billion in Social Security...

The second version of IRALogix’s index showed stability on the surface, but deeper issues in planning and confidence point to...

There is a generational divide when it comes to what older and younger Americans are choosing for their investments.

Nearly half of respondents in a Northwestern Mutual survey preferred financial advisers who understood and used artificial intelligence, but most...

Surveys from F&G and Equitable reveal that inflation, economic uncertainty and a lack of financial guidance are prompting many pre-retirees...

These households, which have increased in the last two years, also reported feeling ‘very experienced’ at investing.

The cuts will affect retirement research at several institutions, including: the University of Wisconsin-Madison, Boston College, the National Bureau of...

Over the next three years, independent registered investment advisers will be the fastest-growing portion of the advisory landscape, according to...

A study from T. Rowe Price, in conjunction with MIT and Stanford, found that investors older than 50 have diverse...

A report said few DC systems are currently equipped to deliver income through the decumulation phase in a “standardized or...

More than half (57%) of participants surveyed considered inflation a top obstacle to achieving a comfortable retirement.

The report found that the increase is consistent with a “general upward trajectory of projected health-related expenses” for retirees.