Data & Research

Most advisers (95%) believe their investment strategies will help clients meet retirement income needs, despite the challenges of managing volatility and generating sufficient income for current retirees.

StyleAdvisor.com features multiple tabs, including peer comparison and risk return, to permit advisers to drill down deeper.

Only 1% of defined contribution (DC) plan participants stopped contributing to their plans, and 1.2% took withdrawals in the first quarter, a report found. 

The first half of 2012 saw 25 deals completed, totaling about $36.2 billion in assets under management, according to Schwab Advisor Services Reports.

 Senator Tom Harkin’s (D-Iowa) new report, "The Retirement Crisis and a Plan to Solve It," has received mixed reviews.  

 The summer brings higher temperatures—and according to benchmarking data from Charles Schwab, it also brings a higher rate of 401(k) loans.   

Income from defined benefit (DB) pension plans significantly contributes to the well-being of older Americans.

Financial services firms are making adviser education a priority and expanding the scope of retirement goals, a survey found.

Only about one in six people (16%) worldwide is confident their current savings are sufficient to cover financial needs after retirement, a survey found.

One-third of those ages 55 to 65—Transition Boomers—are unsure how much money they will need for living expenses in retirement, a survey found.

For those without a plan, only 32% said they are on pace to meet their goals, according to a...

Kravitz’ 2012 National Cash Balance Research Report indicates a 21% annual increase in new cash balance plans, almost double the previous year's 11% growth rate.

Financial education improves plan participants’ knowledge and awareness about saving for retirement. 

Employees across the United States are willing to save more for retirement and report that there is room in their budgets to do so.

Independent advisers are scanning the horizon for new clients to maintain growth in an uncertain economy, Charles Schwab’s benchmarking study found.

Social media, insider trading, regulatory reporting and performance advertising are among the hot compliance topics for advisers, a survey found.

Plan sponsors should avoid using “jargon” investment language that some participants do not understand, even terms that would seem to be common knowledge, such as “equity.”

Arnerich Massena Inc. released “Seeking the Investment Frontier,” a white paper examining the pros and cons of the frontier market asset class.

Nearly two in 10 individuals, or 18.5%, have taken a loan from their 401(k) plan, Navigant Economics said in a policy brief.

No recession is forecast, but investment managers show less confidence in U.S. economy, according to Northern Trust’s second-quarter survey.