Data & Research

A study from LIMRA Secure Retirement Institute highlights areas where advisers’ help is clearly needed, but remains underutilized.

The economy is improving, but American workers are still worried about their financial well-being, both for the short term and as they contemplate their future retirement, according to...

A new LIMRA study breaks down advisory client types according to their emotional responses to market moves, with the goal of helping advisers better tailor portfolio solutions for...

Members of the younger generation express more concern about retirement specifics, compared to their elder counterparts.

Compared with confidence in the financial services industry generally, plan sponsors have much higher levels of trust in their own retirement plan advisers, a study found.

Nearly half of retired respondents to a recent New York Life survey said they wished they would have started their retirement earlier.

Baby Boomers who work with advisers are better prepared for retirement, a survey finds.

Amid high levels of financial stress, a quarter of Americans believe a financial plan would alleviate their anxiety, a survey says.

A quarter of independent financial advisers are currently honing and redeveloping their practices—including many established firms crafting approaches to new markets.

As smaller businesses grapple with the Affordable Care Act, they are more interested than ever in help from advisers who understand the terms, Nationwide says.

Retirement security will likely be jeopardized for more Americans because of the shift away from defined benefit (DB) plans and fewer workplace plans, a paper contends.

Worksite wellness education can help employees ease economic stress and counteract these distractions.

In the past, home ownership served as the benchmark.

Companies are increasingly confident that their employees will be able to achieve a comfortable lifestyle in retirement, research from Transamerica shows.

Americans fear that health care costs, inconsistent returns and lifestyle expenses will drain their savings.

Millenials are realistic about their future retirement, with 73% expecting to work past retirement age.

A new report from Vanguard shows the majority of its global retirement plan clients—some 90 companies holding $650 billion in plan assets across three or more countries—have taken...

Internet-loving Millennials have financial goals—saving more is a top priority—but few have professional assistance or an actual plan, a survey finds.

What American investors say they will do and what they actually wind up doing to save for retirement shows a big gap, according to an Edward Jones retirement...

A recent survey from Fifth Third Bank finds a vast majority of Americans cannot identify the Internal Revenue Service’s limits placed on annual tax-advantaged retirement plan deferrals.