Data & Research

More than eight in 10 U.S. households believe the current tax incentives to encourage retirement saving should be preserved, according to research from the Investment Company Institute (ICI).

Starting to save early is the one controllable means for securing a sound retirement. 

 The majority of financial advisers say their clients’ retirement portfolios are nearly recovered, but “the psychological scars run deep,” according to a poll from the SEI Advisor Network.  

Methodology helps manage longevity risk, maintain liquidity and better predict income for retirees.  

 Fifty-nine percent of the first Baby Boomers to turn 65 are at least partially retired.  

Corporate and government assets of defined contribution (DC) plans both have climbed for the second year, a report found.  

Continued economic uncertainty led all workers to dip into retirement savings, but minorities have been the hardest hit, according to a study.

Americans have a positive view of military veterans when considering a financial adviser, underscoring market demand for veterans in financial services. 

More than three-fourths of Americans familiar with retirement accounts are interested in investing their individual retirement accounts (IRAs) in alternative assets.

The 2008 financial crisis changed advisers’ and investors’ attitudes about variable annuities (VAs), according to a survey.  

The greatest retirement planning concerns among Americans include protection against inflation, the ability to pay for health care and the cost of long-term care.  

Forty-three percent of male workers believe they are saving enough money in order to live comfortably in retirement, compared with 26% of female workers. 

More Gen Xers reported they started saving for retirement between the ages of 25 and 34.  

Asset managers are considering creating positions dedicated to covering smaller consultants and high-end retirement specialist advisers.

Twenty-seven percent of affluent Americans are unsure how much to save or invest to meet their future needs.

An analysis of proposals to change the tax treatment of 401(k)s indicates a negative impact on participant accounts.

Thirty-five percent of Americans think it is possible for a middle-income family to save for a secure retirement. 

Nearly half (49%) of all employees say, because of the economy, they are counting on employers’ benefits programs to help with their financial protection needs.  

According to the Commonfund Investor Outlook Survey, institutional investor expectations for 2012 remain strong.  

Most advisers and their clients have different opinions on how a portfolio’s performance should be measured, according to Russell Investments’ latest quarterly survey of U.S. financial advisers.