Data & Research

More than three-quarters (76%) of financial advisers who moved to an independent business model report they are better off financially, according to a Fidelity Investments study, “Fidelity Insights...

Two-thirds (66%) of those who work with a financial adviser have an understanding of how much of their retirement savings they will withdraw annually at retirement.

Total asset levels in the U.S. retirement market grew 9.6% from 2009 to 2010, totaling $15.8 trillion as of end of year 2010.

U.S. workers’ financial worries are impacting their work performance and retirement savings plans. 

Retirement plan participants are in need of direct, simple guidance to help them reach their retirement goals, according to State Street Global Advisors’ (SSgA) Defined Contribution (DC) Investor...

Cutting debt and saving more are top priorities for Americans in 2012.

Men and women are preparing for retirement in very different ways, according to research released by Ameriprise Financial.

The recent economic recession impacted many Gen Xers’ financial savings, according to a report.

Thirty-eight percent of affluent investors responding to Merrill Lynch's Affluent Insights Survey said a less volatile stock market would encourage them to start saving more for retirement.  

Target maturity funds experienced a welcome bounce-back during the fourth quarter, according to the Ibbotson Target Maturity Report.

Total assets in exchange-traded fund (ETF) managed portfolio strategies rose 43% in 2011, according to a report from Morningstar.

A survey of U.S. plan sponsors conducted by Finadium looked at the attitudes and opinions of institutional investors across securities lending, collateral management and custody.

Cerulli Associates projects that in 2013, the wirehouse channel will remain the largest distribution channel, despite significant decline of assets under management (AUM) from 43% in 2010 to...

The majority of advisers perceive themselves as providing a level of service that merits the title of financial planner (59%), however, 56% fall into the investment planner category.

Companies continue to shift away from stock options and other “appreciation” awards toward a greater emphasis on full-value awards in their equity compensation plans.

Partnering with a professional retirement plan adviser offers benefits for plan sponsors, according to a study for the Retirement Advisor Council. 

Nearly 60% of Canadians are confident in their ability to save for retirement versus fewer than 40% of Americans. 

Only 8% of women strongly agree they are building a large enough retirement nest egg. 

More than half (58%) of Americans indicate they would feel more confident about their finances if they had a financial plan in place.  

Saving for retirement and protecting their families in case of death is important to Americans across generations.