Data & Research

Nearly 70% of advisers expect the independent model to offer more earnings potential than any other business model over the next 18 months, a Fidelity Investments survey found.

Research from The Hartford found lower income Americans are more worried about rising taxes than those with higher incomes, yet are not taking advantage of tax-saving solutions.

Generations X and Y value working with a team; however, industry recruiters are trying to persuade with “be your own boss” tactics and not always succeeding, LIMRA research...

A study by the ING Retirement Research Institute found less than half of respondents (48%) indicated that they feel “in control” of their retirement plan investments.

Management interest in social media is high at asset management firms, yet commitment to formulating a strategy and providing resources remains low, according to a kasina report.   

An average 22% of eligible participants participated in state and local government plans during 2010, down from 29% a year before, according to a report.

A Financial Literacy Center research paper found that one in ten plan loans results in a default, and eight of ten workers who leave a job with a...

The annual Fidelity Investments estimate of the retirement health-care costs for a 65-year-old couple fell by 8%, driven by Medicare changes in the health reform law.

New findings from the Employee Benefit Research Institute (EBRI) suggest that lower-income workers are more likely to reduce their deferral rate if the tax break for contributions to...

Eight in ten advisers at broker/dealers and insurance companies say the idea of being an independent registered investment adviser (RIA) is appealing, according to a Schwab survey. 

In the 9th Annual MetLife Study of Employee Benefits Trends, over 60% of Baby Boomers indicate they are behind in saving for retirement.

Employees have disparate preferences when it comes to benefits communications, indicating a need for a multi-faceted approach, MetLife found.

The composition of a company’s employees are more of an influence on whether an employer-sponsored plan is available than the size of the company, according to the Investment...

Women are increasingly making their own decisions about how to invest money, and are more likely to use advisers than men, according to Mintel, a market research firm. 

A survey from The Principal finds that non-qualified deferred compensation (NQDC) solutions continue to be viewed by employers and participants as a valuable benefit.

In its “Advisor Assets in Motion” report, Cogent Research found nearly 50% of advisers are not winning as many rollover assets as they could be.  

The Employee Benefit Research Institute (EBRI) found men and women are equally likely to say they (and/or their spouse) have saved for retirement or are currently saving for...

Vanguard research shows that defined contribution (DC) savings for most participants continued to grow over three- and five-year periods, even during the turbulent years of 2008–2009.

 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.