Data & Research

Millionaires and affluent investors are more optimistic about the investment environment, according to the latest survey by Spectrem Group.

A new survey found uninsured medical expenses rival retirement savings as the most pressing financial concern for Americans.

While investors demonstrated more knowledge about Roth IRAs than last year, many still do not understand the tax implications of a Roth, according to a Fidelity Investments survey.

While Americans haven’t quite recovered the losses their portfolios suffered amid the market downturn, they are more optimistic than last year, according to a survey commissioned by Edward Jones.

A new Putnam Investments survey found 14% of Americans plan to fully fund an IRA in 2010, down sharply from the 23% seen a year earlier.

While long-term care costs continue to rise nationally, the cost for in-home care is rising at a much slower pace, according to Genworth’s 2010 Cost of Care Survey.

High-net-worth (HNW) consumers remain concerned about maintaining their lifestyle in retirement and slightly more concerned about paying for health care in retirement, according to a survey by The...

The HSBC Global Pulse survey found the top three financial worries are the same for citizens around the globe: taxes, wealth preservation, and retirement.

Defined contribution (DC) consultants said they are providing custom asset-allocation services, such as target-date strategies, to an increasing number of clients, according to a PIMCO survey. 

More than four-in-ten so-called “sandwich generation” parents (41%) continue to provide at least some financial support to their young adult children, according to the 2010 Families & Money...

Half (52%) of affluent Americans believe that more could be done to assist individuals in their retirement saving efforts, according to a recent survey.

Issues related to retirement and rising health care costs continue to rank highest among financial concerns for affluent Americans, according to a recent survey.

A report from Hewitt Associates suggests workers were able to recover a significant portion of the losses they sustained in 2008 simply by participating in their 401(k) plan;...

Wirehouse firms still lead the market share in the wealth management industry, but independent and regional broker/dealers are catching up, a new report found.

A survey from ING U.S. Retirement Services shows that those in a workplace plan are more confident, informed, and proactive when it comes to their savings.

Only 44% of investors reported being confident in their ability to retire in financial security as they had planned, according to a nationwide survey commissioned by Citi and...

Many Baby Boomers plan to continue working in retirement, and not just to make ends meet, but to keep physically and mentally energized.

Despite recognizing the need to have a plan or saving for retirement, less than one-fifth (18%) of Asian Americans have engaged in a conversation with a financial professional,...

Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...

Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.