Data & Research

More than one-third of Generation X and Y (Gen X/Y) investors surveyed by MFS Investment Management say their need for advice has increased since the downturn.

To mitigate retirement savings losses from the economic downturn, more workers would rather work for a few extra years rather than trying to live on a tighter budget.

After two years of resolving to do better with their finances, Americans are putting relaxing and having fun at the top of their New Year’s resolutions list.

A study found that institutional investors’ satisfaction with their investment managers is greatly influenced by client service and can be managed regardless of the economic climate or investment...

Retirement planning is the most difficult financial task for those participating in a recent study of retirement and savings trends by Hearts & Wallets.

A recently commissioned survey indicates that employer-sponsored retirement plans are highly important to the workers who participate in them, but most are not maximizing their savings power.

What are some of the possible effects on the economy after the mid-term election?

Nearly 30% of respondents indicated they failed to rollover their retirement savings into an IRA or new 401(k) because they are unsure about the rollover process according to...

Large-size U.S. plan sponsors recently surveyed believe participation in defined contribution plans should be mandatory, with immediate vesting of employer contributions.

Eighty-five percent of retirees recently polled said there should be no mandatory retirement age.

Merrill Lynch’s “Affluent Insights Quarterly Survey” took a closer look at the state of affluent small business owners in America.   

Nearly half of individuals surveyed by The Hartford said retirement benefits are more important now than before the start of the recession.

Merrill Lynch's “Affluent Insights Quarterly Survey” finds although affluent Americans are feeling more financially secure this year than last, 61% are expecting to retire later than originally planned.

The retirement risk advisers think is most important for them to address is longevity.

MetLife said its 8th Annual Employee Benefits Trends Study approximately one out of two Gen Y employees does not feel very confident about their ability to make the...

Eighty percent of baby boomers surveyed in a poll commissioned by Humana indicated they have changed their retirement expectations, with 44% expecting to work longer.

The percentage of households at risk for not meeting their retirement goals jumps from 51% to 60% when they live off of the interest from their assets instead...

Advisers are facing several new challenges in the “post-recession” climate, and many feel that they have to tackle these challenges on their own, according to a survey conducted...

A new J.D. Power and Associates study showed financial adviser sentiment towards their firms has stabilized in 2010, after a rocky few years.

Cogent Research found that providers will gain business and loyalty from advisers if they are able to establish both a functional and emotional connection with advisers.