Morningstar found that mutual fund managers commonly shop outside their own funds.
Data & Research
For the first time since their creation, open-end mutual fund launches were eclipsed by the combined introductions of ETFs, closed-end funds, and variable annuities in 2007.
Although more affluent investors are choosing to work in retirement to supplement their income, few are choosing to meet more often with their adviser, a study by Cogent Research says.
Nearly eight in 10 (78%) employers surveyed by Fidelity Investments already offer a QDIA, with most (63%) holding lifecycle funds as the QDIA.
The risk of outliving savings in retirement is now a little greater as preliminary data for 2006 shows that life expectancy hit another record high.
Even in tough markets, advisers resist client urges to move assets, according to the most recent SEI Advisor Network Quick Poll.
Ultra-high-net-worth business owners might have succession and estate plans, but fail to implement or update them, a study says.
Baby Boomers are failing to follow the retirement planning disciplines that enabled their parents to achieve a satisfying retirement, according to a new study by NAVA, the Association for Insured Retirement Solutions.
The Retirement Security Project proposes a trial period of automatic enrollment into lifetime income vehicles for 401(k) participants at retirement.
The latest data from the Principal Financial Well-Being Index indicate that a scant 3% of workers have cut back on retirement savings contributions in response to rising prices amid an economic slowdown.
Almost one-third of affluent Boomers cite investments outside their retirement plan as the main funding source for retirement, a survey from Bell Investments found.
Retirees are least satisfied with advice on how to draw down their savings without draining it, a Nationwide survey said.
Employer-sponsored IRAs may sound like a good idea for workers without traditional retirement savings programs, but a new study says that federal regulators can’t evaluate the option effectively because of a virtual lack of data on workplace IRA trends.
Retirees and pre-retirees lack confidence in making their retirement money last, and only one-fifth have discussed spending in retirement with a financial adviser.
Financial service employees are not more on track with their retirement savings than other people, a study from MetLife found.
Social Security analysis is not accurately portraying when people retire, says a brief by the Center for Retirement Research (CRR) at Boston College.
In a recent survey, financial planning students said they prefer boutique firms.
American Funds and Fidelity are at the top of the asset manager list with registered investment advisers (RIAs).
Broker/dealers are projected to double in size over the next five years and must refine and improve their operations in order to continue success.
A majority of affluent investors, especially those that work with an adviser, do not think their fees are too high, a study from Spectrem Group found.