Data & Research

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...

An analysis of the adequacy of retirement systems shows while the United States has fallen behind internationally, there are ways for it to improve.

New fee transparency regulation, along with a number of widely publicized fee-related litigation cases, helped drive costs related to retirement investment account administration to record lows this year.

Plan sponsors can go a long way toward reducing leakage from defined contribution (DC) retirement plans.

Several factors have created a retirement funding gap that is estimated to be as high as $6 trillion, said panelists in a discussion at BlackRock.

Nearly three out of four workers likely to be focused on retirement savings have access to an employer-sponsored retirement plan, according to an updated study released by the...

Fewer investors are contributing anywhere near the maximum to retirement accounts, which means an opportunity for advisers to educate plan participants about investing during a tough economy.

Nearly three out of four workers likely to be focused on retirement savings have access to an employer-sponsored retirement plan, according to an updated study released by the...

Households without employer-sponsored defined contribution (DC) plans or individual retirement accounts (IRA) had lower incomes and paid less taxes than peers with access to such plans, a study...

Three out of four advisers employ at least one social media platform to engage clients and pursue new business, according to a recent Putnam Investments survey.

Small companies (10 - 499 employees) face retirement plan coverage and participation, as well as employee retirement readiness, challenges, a report suggests.

An increasing portion of the work force is older than age 60, but this is not negatively affecting workforce productivity.

Advisers who include corporate services and executive benefits as part of their standard offerings to executive-level clients are better able to win the right to also manage those...