Data & Research

In separate studies, artificial intelligence chatbots gave misleading answers about estate planning and aced an overall exam for certified financial...

While employee contributions to health savings accounts kept increasing last year, few used them as retirement savings vehicles.

Rising costs and mounting debt are testing confidence—especially among women, Gen X and younger adults—even as most still believe in...

Retirement assets now account for 34% of all household financial assets in the country, according to the Investment Company Institute.

A new white paper from Cerulli Associates and the Defined Contribution Alternatives Association addresses common concerns about the use of...

Janus Henderson’s latest investor survey reveals a mix of anxiety, inaction and opportunity among affluent pre-retirees.

As women earn more, they also feel their career and family-size options shrink, according to a new study from The...

Millennials and Generation Z stay at their jobs at about the same amount of time that previous generations did at...

The funded status of defined benefit pension plans rose by $8 billion in August, or double the previous month's gains,...

The disparity comes from a lack of access to plans, guidance and education, according to Escalent’s Cogent Syndicated.

Retirement plan sponsors’ satisfaction with plan advisers is strongly linked to participants’ retirement readiness, according to the latest Fidelity Plan...

A new study from the Principal Foundation found that young women feel more anxious and less confident than men discussing...

When anxiety created by student debt impacts long-term goals like retirement and savings, advisers can be crucial guides to a...

As Generation X members try to balance retirement readiness, financial wellness and supporting their aging parents and children, many feel...

Employers’ confidence in their employees’ retirement savings is at its lowest point in a decade, but savers’ confidence has risen...

A Broadridge study found 72% of financial services firms reported making ‘moderate to large’ investments in generative artificial intelligence in...

Employers chose target–date funds as the most likely way they would introduce private assets into retirement fund investment lineups, according...

A recent study found that corporate plan sponsors' top reasons for offering flexibility were work-life balance, talent attraction and retention.

During August, 18 out of 21 trading days favored fixed-income funds, according to Alight Solutions.

Private equity firms now own nearly one-quarter of registered investment advisers’ assets under management, according to AdvizorPro.