Data & Research

Research done by Anova Consulting Group shows how properly training new, small-market plan sponsors is imperative for advisers and plan providers to achieve client satisfaction. 

While the vast majority of American workers are satisfied with their jobs, nearly two thirds doubt they will ever be able to retire, according to a survey...

Stock and bond funds experienced net inflows of $15.4 billion in July, according to the latest Financial Research Corporation (FRC) data.

An analysis from Financial Finesse finds employees reported more financial stress in Q2 2010, but instead of retreating in fear, they were called to action.

The First Command Financial Behaviors Index reveals that average monthly savings solely for health care costs during retirement climbed to $245 in July, up 42% from a year...

Some 89% of respondents to a recent poll said work/life balance is an issue in their lives, including 54% who termed it a "significant problem."

A survey by Transamerica Center for Retirement Studies released this week shows a grave lack of understanding about retirement planning among working women, but highlights a willingness to...

Older workers’ confidence in their ability to retire comfortably has rebounded modestly in the past year, although confidence levels remain well below those prior to the financial crisis.

 MassMutual's Retirement Services Division has released data for the second quarter, but didn’t find much sign of movement, despite the tumultuous markets.

A Cogent Research report shows advisers gravitating more towards Vanguard exchange-traded funds (ETFs) and away from the industry leader, iShares.  

The Charles Schwab Q3 Retirement Survey finds 54% of baby boomers ages 50 to 60 do not expect to delay their planned retirement date, despite the recent challenging...

Although there are financial advisers who have adopted LinkedIn and other sites as part of their business, the vast majority remain on the fence.  

A Wells Fargo survey reveals that a growing majority of small-business owners do not plan to retire before age 65.   

Although half of households feel they need more life insurance, ownership of individual life insurance has hit a 50-year low, according to a new LIMRA study. 

The Charles Schwab Independent Advisor Outlook Study indicates that while advisers see cause to be optimistic, their clients are more unsure.  

A recent TD Bank survey examined the confidence levels of those with varying degrees of financial literacy. 

Baby Boomers and those in Generation Y may not see eye-to-eye on what “good music” is these days, but good financial advice is easier to agree on. 

A new survey finds continued expansion of participant-friendly plan features. 

In an analysis of households that have converted to a Roth IRA, Fidelity Investments has found that a growing number of younger investors are making the conversion.