Data & Research

 MFS Investment Management's Investing Sentiment Survey found several disconnects between what advisers think investors feel, and what investors are actually feeling. 

A survey from Capital One Bank found that more than one-third (37%) of Americans plan to spend all or part of this year’s refund.

Seventy-nine percent of respondents to a Charles Schwab poll cite charitable giving as a priority, outranking a surprising number of other priorities.

Fifty-five percent of plan sponsors say they have no plans to adopt automatic enrollment in 2011, according to a recently released survey.

3(21) limited scope investment advisers are used more frequently than 3(38) outsourced investment advisers, according to a Grant Thornton survey.

Russell Investments' quarterly Financial Professional Outlook found 75% of advisers predict 2011 to be a year of substantial growth.  

Half (51%) of advisers agree that having a fiduciary standard is an “extremely” or “very” big differentiator when attracting new clients, according to ByAllAccounts, Inc., an account aggregation...

The majority (55%) of Gen Yers have not started to save for retirement, and fewer than a quarter (21%) are actively planning for retirement, according to Scottrade.

Many Americans believe that those who work for the government get better retirement benefits than those in the private sector, a recent survey shows.

Thirty percent of plan sponsors hope to reinstate previously eliminated or reduced matching contributions during 2011, according to a study.

Defined contribution plans using automatic enrollment increased plan participation rates by nearly 30%, according to a study, but the contribution rate at enrollment is too low.

Working Americans are a lot less confident about their retirement prospects, according to a new report. 

Fidelity Investments' fourth Millionaire Outlook survey reveals 42% of millionaires do not feel wealthy, compared to 46% who said they didn’t feel wealthy in 2009.

Merrill Lynch hosted a Webcast this week called, “It’s Your Future: What Young Americans Need to Know About Retirement,” hosted by former ABC News anchor, Charles Gibson.  

Perhaps it’s because they’re less likely to have a mortgage or other financial burdens, but Gen Y defines “financial success” as putting money aside for long-term goals, whereas...

Forty percent of millionaires expect a call-back from their financial adviser within two hours, according to Spectrem Group's “Millionaire Investor 2010” survey.

An AARP survey of African Americans in New York, age 50 and older, found that 49% will delay retirement if the economy does not improve.

While nearly half (48%) of workers are aware of the amount of money they need to set aside to comfortably retire, less than a third (30%) believe they...

A public opinion research report indicates Americans think the recession revealed the flaws in the current retirement plan landscape and the government should make it easier for employers...

Charles Schwab's latest independent investment adviser survey found 56% of advisers classify themselves as “bulls,” while only 10% see themselves as “bears.”