Data & Research

A McKinsey analysis of the asset management industry shows that growth has been more difficult to achieve than profitability, with only one in five asset managers sustaining above-average...

Charles Schwab clients’ financial sentiments declined in the third quarter, hitting the lowest level in two years.  

In an analysis of fees in 401(k) and other defined contribution retirement plans, researchers found the level of complexity in servicing a plan did not appear to have...

Cerulli anticipates the percentage of advisers' discretionary business will increase from 59% in 2011 to 71% by 2013. 

Residents of New Hampshire and Alaska rank at the top of financial literacy and financial behavior, while residents of Louisiana and West Virginia rank at the bottom, according...

One-third of pre-retirees who say they are five years away from retirement have not calculated how much income they will need.

Retirees are feeling more financially secure since 2009, but fewer have estimated how long their assets will last into retirement, according to a recent study.

Conversations about annuities are becoming more focused on lifetime income, with more than one-third of investors (34%) reporting that the main reason for purchasing an annuity is to provide guaranteed...

A quarter of Americans believe they will work in some capacity until they are at least 80, because they do not have enough savings to live comfortably in retirement.

A recent survey from Yahoo! Finance found 37% of adults have no retirement savings.  

Many residents of the largest metropolitan areas in the U.S. report feeling significantly less confident than they did a year ago about their retirement readiness.

According to a recent COUNTRY Financial survey, 58% of those closest to retirement (ages 50 to 64) had to dip into their savings to get through the recession.

U.S. companies should engage younger workers in defined contribution plans as soon as possible in order for them to have a realistic chance of achieving a financially secure retirement,...

Satisfying client expectations and the long-term viability of the advisory firms are the top two reasons advisers create a succession plan – personal retirement needs come in third.  

Less than half of the Baby Boomer generation (Americans born between 1946 and 1964) say they feel confident they will be able to afford a comfortable retirement, down...

Eighty percent of Fidelity Investment’s affluent customers expect market volatility to be the norm for the extended future.

Millennials are by far the most confident about their ability to make the right benefit decisions, according to The Guardian Life Insurance Company of America.

Eliminating retirement plan tax incentives could have a significant negative impact on retirement security by discouraging savings and reducing the number of plans offered, said small and medium-sized...

Two recent proposals to change the existing tax treatment of 401(k) retirement plans, if enacted, are likely to result in lower account balances for many 401(k) participants, according...

Despite the fact that most Social Security reform proposals would result in fewer benefits for future retirees, an offsetting gain would be the decrease in payroll taxes needed...