Data & Research

Much of the spending increases in the DCIO market are being directed at new sales force hires and marketing programs designed to support retirement plan advisers, according to...

A Fidelity Investments survey found that nearly half (45%) of Americans age 61 are planning to begin taking Social Security at 62, the first year that eligible recipients...

Many who have stopped contributing to their retirement plans have done so because of the financial crisis.

People have a lot on their minds of late.

Most advisers are telling clients to weather the storm, according to the latest Brinker Barometer.

Retirees do not spend their defined contribution (DC) balances immediately at retirement, but make thoughtful choices and use the proceeds prudently, according to a new study by the...

While plan fees remain a red-hot issue for plan sponsors, a relatively small number of sponsors say they are likely to switch to cheaper fund alternatives or move...

About two-thirds of blacks (compared with about a half of whites) say they would increase contributions to their retirement plan if employers provided access to financial advisers, seminars...

FRC’s latest ADVISOR INSIGHT report found that Russell, American Century, and Putnam received the best approval ratings from advisers.

A Transamerica Retirement Survey reveals that Americans want the next President and Congress to focus on guaranteeing retirement income.

Workplace retirement plans enjoyed an across-the-board participation hike in 2007—the first such increase since 1998.

The majority of advisers in a recent survey expect the government’s rescue plan for Wall Street to help the market rise.

Did you know fleas that live on a dog can jump higher than fleas that live on a cat?

A report from the AARP Public Policy Institute suggests inadequate legs on the three-legged stool for retirement savings will mean a bleak retirement for many.

A survey by the Syzygy Consulting Group found that aggregate employee ownership decreased 9%, falling to 15.14% of outstanding common share equivalents.

Many Americans who don’t have an adviser think they don’t have enough money to attract an adviser, according to a survey by AARP Financial Inc.

Americans are worried about today’s market, and many say they think an adviser could help them.

A new report says that day-to-day expenses are thwarting parents’ ability to set aside money for college – and they may have to put off retirement as a...

Among the wealthiest 10% of U.S. households, this presidential election is a dead heat.

New research finds dramatically different levels of optimism about when generational groups plan to retire and what they expect to rely upon in retirement.