Data & Research

Natixis Global Asset Management announced plans to fund a research project focused on investor behavior and personal financial benchmarking, based at the Massachusetts Institute of Technology (MIT).

More than four in 10 (43%) high-net-worth investors plan to increase allocations to exchange-traded funds (ETFs) over the next 12 months, according to a Fidelity poll.

Research from the Vanguard Group finds there are differences in defined contribution (DC) retirement plan account balances across racial and ethnic groups.

Nearly half of Americans older than 70 polled for a recent survey say they are either unprepared financially for retirement or they do not know whether they are.

Fifty-five percent of retirement plan participants favor automatic annual increases to their account contributions.

More than seven in ten (71%) retirement plan sponsors in the health care industry utilize the services of an adviser, consultant or some other intermediary, according to a...

While Millennials are very focused on retirement-related issues, these employees still need to create a strategy for long-term retirement success, according to a survey from the Transamerica Center...

Does educating participants on savings behaviors and investments have an actual, measurable effect that can drive better retirement outcomes?

Two in five retirement plan participants polled said employers should give employees “a slight nudge” in encouraging them to save for retirement.

Nearly eight in 10 (78%) workers feel personally responsible for retirement savings, according to the LIMRA Secure Retirement Institute, and the percentage climbs higher among retirement plan participants.

Military members have significant financial concerns and seek protection from potential abuse, according to a recent survey by The National Foundation for Credit Counseling (NFCC).

Many Americans have concerns about finances, particularly whether they are saving enough for retirement, according to a new survey from The Harris Poll.

Defined contribution retirement plan sponsors in the health care industry are becoming more proactive in their efforts to help employees adequately prepare for retirement.

The cost of generating retirement income increased over the last year, according to a new BlackRock analysis, but market gains have helped retirement savers stay on track.

Research from Schwab Advisor Services shows registered investment advisers (RIAs) are enjoying their best growth since at least 2006, when Schwab launched its annual RIA Benchmarking Study.

Failure to communicate effectively with clients and their families will likely damage a financial adviser’s long-term business success, according to the Financial Planning Association (FPA).

Two-thirds of independent financial advisers believe Republicans will gain control of the U.S. Senate in November, according to a new Financial Services Institute (FSI) poll.

A majority of Americans lack confidence in their ability to manage personal financial issues, with more than a quarter (26%) wishing they didn’t have to deal with finance...

A lot can be learned about retirement plan investor behavior from the simplest of actions, according to a Putnam Investments analysis.

Employees who improve their financial knowledge have a better chance of improving the investment returns on their retirement accounts, a paper published by the National Bureau of Economic...