Data & Research

Among affluent women, a growing gap is emerging between financial engagement and real-world decisionmaking.

A survey of financial professionals shows how they are changing investment strategy and retirement planning approaches.

Economic uncertainty has led two-thirds of survey respondents to stress about running out of money more than anything else.

A recent survey from ZipRecruiter found 71% of retirees relied on Social Security as a primary income source.

An assessment of financial advisory firms’ branding found that about 40% used website copy that lacks distinction, a communication firm...

A study found nearly 40% of young adults said they relied on artificial intelligence tools for financial advice.

Recently released FINRA research shows 61% of surveyed investors aged 18 to 34 made investment decisions based on recommendations from...

The smallest share of workers and retirees in nearly a decade reported being confident they have enough money to live...

Surveyed pre-retirees had a median of $56,000 in their retirement accounts, yet on average thought $500,000 was needed in retirement.

Younger savers have a better chance to reach the milestone in a retirement account, but savers starting later in life...

Morningstar says plan advisers should go over much more than regulatory education with sponsors and asset managers.

By establishing a framework, participants can more accurately forecast how to budget their retirement funds, according to a Guardian study.

With 43% of advisers worrying they will not retain assets when a client’s spouse inherits, Natixis IM highlighted the need...

Retirement plans relying on manual processes and aging infrastructure are struggling to keep pace, according to the industry group.

According to Pentegra, 80% of surveyed advisers cited mitigating risk as the leading factor driving their positive perception of pooled...

A LIMRA paper makes the case for financial advisers including long-term-care costs in retirement planning.

Workers surveyed said they seek clearer and more personalized retirement guidance from employers, according to Franklin Templeton.

Emerging markets and stable value funds were the asset classes with the most trading inflows during the first quarter of...

Among surveyed advisers, 70% said they believe more clients will invest in private markets over the next three years.

Higher interest rates may provide more money to a first-year retiree than standard 4% withdrawals, according to the annuity provider.