What Are the Odds You’ll Run Short in Retirement?
According to the 2010 EBRI Retirement Readiness Rating (RRI), more than one-in-four Americans in the lowest income quartile could run out of funds after just ten years.
Data & Research
Value of Retirement Benefits Sees Double Digit Decline over Decade
U.S. workers saw the value of their employer-sponsored retirement benefits - as measured by percentage of pay - decline by double-digit levels over a 10-year period ending in...
What Advisers Do Online
Financial advisers spend over 23 hours per week online at industry, social, and asset manager sites, according to a recent study by kasina.
More African Americans Cut 401(k) Deferrals during Downturn
The latest Ariel Black Investor Survey found that African American investors were twice as likely to have cut their 401(k) contributions to survive the recession than were their...
BofA Merrill Lynch Finds Participants Continue to Make Positive Savings Steps
Bank of America Merrill Lynch’s Quarterly Scorecard on activity within its proprietary 401(k) business finds positive savings actions by 401(k) participants continuing to trend higher.
Americans Report Economic Concerns
A Bloomberg National Poll found that more than seven out of 10 Americans (71%) believe the economy is stuck in recession, and another 13% expect a backslide from...
Rich Americans Could Also Deplete Retirement Nest Egg
Some 64% of Americans in the two lowest pre-retirement income levels will be running short of money after 10 years in retirement, a new study found.
Americans Cite Obstacles to Savings Goals
The American Express Spending & Saving Tracker finds that consumers’ savings goal for the year has decreased since the beginning of the year, down to an average $12,000 from $14,000...
Investors Move out of U.S., into Emerging Markets
A BofA Merrill Lynch survey reports major changes in investor sentiment for the global economy and corporate earnings.
Survey Reveals "Must-Have" Technologies
The results of a recent survey of financial advisers reveal the "must-have" technologies for running a more efficient and profitable advisory business.
401(k) Participants not as Knowledgeable as Employers Think
A new survey reveals that 401(k) participants don’t know as much about plan fees and investing as employers think they do.
Research Shows Retirement Income Adequacy Lacking at Large Firms
A study of 84 large employers from Hewitt Associates finds that employees who contribute to their savings plans over a full career are on track to have retirement...
UBS Enhances Wealth Management Americas Research with Richard Bernstein Advisors LLC
UBS Wealth Management Americas has entered into a strategic partnership with Richard Bernstein Advisors.
Money Can’t Buy Happiness (but it can help)
Recent research reveals that while life satisfaction usually rises with income, day-to-day happiness comes from other things.