Financial advisers are optimistic about both their business and the economy, yet think the priority of the next president should be bolstering the weak economy.
Data & Research
Fewer young advisers are entering the field, and those that do are more interested in less traditional, sales-based routes.
When home equity and government assistance are taken out of the picture, the snapshot for retirement looks much bleaker, according to a new study from Barclays Global Investors (BGI).
The use of independent advisers by millionaires has grown, with 26% of millionaires now working with such advisers, compared to 22% last year, according to a survey by Fidelity Investments.
Three-quarters of employers in a recent survey said they offer retirement or financial planning to their employees or savings plan participants.
Although a majority of Americans are saving for their retirement, more than one-quarter are not, according to a new survey.
Eighty percent of investment consultants expect to increase their defined contribution (DC) business in the wake of the pension fund crisis, according to Cerulli’s 2007 survey of investment consultants.
Responding to findings of its recent Family Matters study, the MetLife Mature Market Institute has made available tips on making the right choices for retirement based on family situations.
A newly released research study casts doubt on the traditional notion that calculations of a person’s retirement nest egg should take into account a post-retirement spending dropoff.
Defined contribution (DC) plans have grown to account for 46% of assets among U.S companies with more than $250 million in retirement plan assets.
One in six Americans have not signed up for their company’s retirement plan because they don’t understand how it works, and 44% don't understand how an individual retirement account (IRA) account works.
Despite all the talk about the declining U.S. economy, a recent survey of financial advisers found that 63% of financial advisers are bearish over predictions for U.S. economic growth.
You’ve perhaps heard about studies that suggest that more boys were born just ahead of the two World Wars.
Morningstar’s fifth annual best and worst 529 college savings plan study found improvements in plan investment lineups and fees.
Two blue-ribbon private-sector committees have released lists of best practices for hedge fund investors and asset managers, according to a government news release.
Less than one-third (31%) of GenXers polled believe they will one day be able to fully retire.
In general, marriage means more housework for women and less for men.
Worker confidence in being able to afford a comfortable retirement decreased over the past year by a rate unmatched in the 18 years of the Retirement Confidence Survey, according to the Employee Benefit Research Institute (EBRI).
About half of employees want their employers to provide retirement advice and almost as many (44%, increasing from 30% last year) would like to receive access to general financial planning advice at work.
Four in 10 American adults (41%) are holding off on major life decisions – including retirement - either because they are financially strapped or worried about the U.S. economy.