Data & Research

While Americans still want home ownership, freedom from debt is more important, said respondents to a survey from loanDepot.com, LLC.

American workers believe they will be working well into their retirement years, according to a new survey.

Retirement income from private-sector retirement plans has become more common, according to a new study.

Defined contribution (DC) plans currently account for approximately half of participants’ total investable wealth, according to the Cogent Research DC Participant Planscape Study.

Older Americans’ views on retirement are changing, with fewer people seeing it as a complete exit from the world of work, according to a new survey.

Retirement plan participants may be more open to changes in the design of their plans than previously thought, according to a new study.

Young workers with small balances and owners of Roth individual retirement accounts (IRAs) are likelier than other IRA owners to make “extreme” allocations to either stocks or money,...

A best-practice defined contribution (DC) plan can provide secure retirement income at equivalent cost to a defined benefit (DB) plan, according to a new research paper from the...

Registered investment advisers (RIAs) look at alternative investments and tactical management as the keys to navigating volatility in the current market.

To advisers, it’s poor money habits. To sponsors, it’s inadequate participant engagement in the workplace retirement plan. But the result is the same: room for improvement.

Beyond the company website, an asset manager’s digital presence is critical, and three in five advisers judge asset managers by their Internet activity.

Less than one-third (31%) of Americans believe Social Security will still be around when they retire, according to a new survey.

Financial wellness is getting more attention from plan advisers, according to speakers at a webinar by Financial Finesse, a provider of financial education services.

U.S. workers could see their retirement savings tumble 20% if Congress and the President fail to craft a deal to raise the federal government’s $16.7 trillion debt ceiling,...

More than nine in 10 small business leaders predict that their need for an outside financial adviser will increase or stay the same over the next several years,...

They have yet to get around to it. Some say they just do not need to. A substantial number of investors have not developed a financial plan, Nationwide...

A new retirement readiness survey found an increasing number of plan sponsors point to participant outcomes, not gross participation rates, as the best measure of success for an...

A study indicates employers may be offsetting their matching contributions to manage cost increases from automatic enrollment into defined contribution (DC) retirement plans.

Developing sophisticated segmentation and sales strategies is critical to growing business with registered investment advisers (RIAs), according to new research by kasina.

The amount of assets invested in ’40 Act alternative funds, also known as liquid alternatives, could double by 2018, according to a study released by mutual fund industry...