Data & Research

Unlike traditional individual retirement accounts (IRAs), contributions are the predominant way investors open Roth IRAs, according to a new Investment Company Institute (ICI) analysis.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

BrightScope released a report on the latest trends in target-date funds (TDFs) that showed that in 2013, fees declined, assets rose and new TDF series were introduced to...

Same-gender couples with children are emerging leaders when it comes to family financial stability and successful long-term planning, according to a new analysis from financial services provider Allianz.

Half of defined contribution (DC) participants plan to work in retirement, according to State Street Global Advisors (SSgA).

More than three-quarters of small business employees who participate in their firms' 401(k) plans have well-constructed, appropriately diversified investment portfolios, according to Vanguard.

Retiring Baby Boomers helped push individual retirement account (IRA) rollovers to $324 billion during 2013, according to Cerulli Associates, with total IRA assets hitting $6.5 trillion by year’s...

Nearly three-quarters of employees (71%) think financial wellness should be offered to them, according to a survey.

Workplace benefits focus on older employees’ needs, even though Millennials exhibit the greatest number of financial challenges, a survey says.

The average number of investment managers sponsors have in their lineup is 3.9, a study says.

A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination testing for the 2012 plan year.

A new report finds that Pension Benefit Guaranty Corporation (PBGC) premium increases would negatively impact the defined benefit (DB) pension system.

Generations X and Y K-12 educators would prefer to learn about financial planning issues at work, and there are certain areas in which they need more education, a...

The state of the economy can impact the risk tolerance of a portfolio recommended by an adviser, a paper finds. 

A new analysis from the Employee Benefit Research Institute (EBRI) shows preretirement 401(k) account withdrawals often have a negative impact on long-term wealth accumulation.

Edward Jones surveyed adults on the planning activities they spend the most time on: retirement, vacation, higher education or making a...

Insurance providers plan to continue to scale back offerings of lifetime income products, according to new research from financial analytics firm Cerulli Associates.

More than eight in 10 Americans (83%) are optimistic about their financial future, says a new survey from Lincoln Financial Group.

Women are narrowing the gap between their financial literacy and that of their male counterparts, Financial Finesse finds.

Advisory firms will have significant opportunity for growth over the next decade, according to Schwab Advisor Services, but success will require new strategies to win “Generation Now.”