Data & Research

A significant number of financial professionals plan to ramp up their retirement income planning practices over the next few years, according to a study from the Principal.   

Since 2010, the use of technology for investment information has risen dramatically, according to a survey by Hearts & Wallets.

Life insurance coverage is at its lowest point in more than five decades, according to a research project undertaken by Genworth Financial and the University of Virginia.  

A MetLife study shows women who "take charge" of their finances are more likely to have a secure retirement than those who shy away from the process.

According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a...

The Self-Regulatory Organization for Independent Investment Advisers (SROIIA) is continuing its mission towards creating an SRO that meets the needs of advisers, and has completed its second round...

In a recently published paper, law firm Sutherland Asbill & Brennan poses the question: when should broker/dealers and advisers play it safe or tough it out when facing...

An SEI Quick Poll reveals nonprofits are adding new asset classes to portfolios in an effort to protect themselves against ongoing investment volatility.

A Prudential survey of near and recent retirees found guaranteed products will help persuade wary investors to stay in the stock market, even during times of volatility.  

Nearly half of homeowners in their 30s have lost hope that their homes will recover enough value in time to play an important role in paying for their...

The latest Principal Financial Well-Being Index finds workers who use the help of financial professionals are more confident in the adequacy of their retirement savings than those who...

Distributors are changing the way they do business, leading them to seek creative, new alternatives from asset managers, according to a report from kasina.

According to a recent LIMRA study, 35% of all retirees receive income from an annuity.

More than half (55%) of advisers say the most valuable service they provide to clients in or near retirement is helping the client maintain perspective and think clearly...

U.S. employees’ retirement preparedness remains low despite a positive trend in employees improving their finances and putting greater emphasis on retirement, according to Financial Finesse.

A survey of companies with Employee Stock Ownership Plans (ESOPs) found that they continue to have increased share value, better productivity, and overwhelming support among company executives.

According to CouponCabin’s first "Savings and Spending Report," 45% of U.S. adults said they feel less financially secure than they did one year ago, with 16% saying they...

The majority of Americans think that planning for retirement is easier for those who are not married, according to Charles Schwab’s latest quarterly retirement pulse survey findings.

Few defined contribution investment managers are effectively positioned to grow market share, according to Cogent Research.

Research from Fidelity shows that while nearly eight in 10 nurses (79%) feel secure about their jobs and their financial future, more than seven in 10 (71%) do...