Data & Research

Sales of mutual funds continue to move away from the long-established model of paying intermediaries point-of-sale commissions.

AssetMark was the number one rated asset management firm for focusing on advisers, in a recent survey of adviser attitudes toward firms in their client portfolios.

The population of affluent Americans now makes up the top 19% of American households, according to a study by Nielsen Company.

A new study from the Society of Actuaries (SOA) finds inflation is the top retirement concern for retirees as well as Baby Boomers nearing retirement.

While recognizing a significant year-over-year uptick in defined contribution participants taking hardship withdrawals, a new Vanguard Group research report said the trend occurred in only a fraction of...

Last week, AARP published a report on how economic worries are impacting Americans.

Tech-savvy advisers might appreciate if asset management Web sites stepped up their game, according to a study by kasina asset management consultancy.

Americans have no trouble admitting they are lackluster savers, but that doesn’t seem to motivate them to stock away more of their income, a new survey found.

Looks like Jacobs and Emilys are going to have a lot of company on the playground, according to an annual report of most popular baby names.

Adding guaranteed income to a qualified default investment alternative (QDIA) can generate higher income levels in retirement, a study to be released Friday by Genworth Financial said.

Results of a new survey released by AARP indicates some Baby Boomers are delaying retirement and taking premature withdrawals from their retirement savings as a result of the...

While the current state of the economy and market is taking a toll on Americans’ finances, a new study from ING finds other factors would hurt individual’s finances...

Although ownership and assets in both 401(k)-type retirement plans and individual retirement accounts (IRAs) have risen, the majority of Americans still do not have a retirement plan, said...

Medical firms make up more than a quarter of employers offering cash balance plans, according to a new plan census by an Encino, a California-based cash balance consultant.

The percentage of Americans who say they will be able to live comfortably in retirement fell to 46% from 53% a year ago, a Gallup poll found.

A report found that 69% of participants have 401(k) portfolios with inappropriate risk and/or diversification.

The SPARK Institute released final versions of its "Best Practices for 403(b) Plans" and a sample Information Sharing Agreement (ISA).

Forty percent of high-net-worth individuals are concerned with the risk of not being able to live comfortably on their available level of income in retirement, said a survey...

One in four affluent Baby Boomers is changing his retirement plan and 40% are downsizing their lifestyles in response to the economic downturn, according to Bell Investment Advisors...

Financial advisers are optimistic about both their business and the economy, yet think the priority of the next president should be bolstering the weak economy.