Data & Research

The Baby Boomers are the only group who like their name.

A FRC report predicts that the market for assets rolled over from employer plans should approach $500 billion by 2013.

They aren’t jumping up and down about the market conditions, but independent advisers think we’ve seen the lowest point, according to a Schwab Institutional study.

Defined benefit (DB) retirement plans are a less costly benefit for employers than a defined contribution (DC) plan, according to research from the National Institute on Retirement Security...

More than four out of 10 households statistically at risk for not having a large enough retirement nest egg—and who will be in serious trouble when health care...

Fidelity says its participants are more inclined to save amid current market woes.

An Aon study found that workers trying to keep their standard of living when they retire will need to be able to generate from $15,000 to around $185,000...

A report from Deloitte Consulting found that the number of employers with auto-enrollment and easy enrollment features is on the rise.

You may put out a lot of fires every day, but odds are the public doesn’t appreciate it.

Standards investors have for their advisers differ greatly from the standards advisers are obligated to deliver, according to Cerulli Associates.

Mothers always seem to feel a special responsibility for their children – and new research seems to offer yet another reason to worry.

The latest Cerulli Edge U.S. Asset Management Edition suggests that while the demand for mutual funds remains strong, other solutions are gaining ground.

Motivated by profit and the changing needs of advisers, hybrid wholesaling is gaining traction in the marketplace.

Institutional investors are becoming more hands-on in their fixed-income investing, a study says.

Institutional investors are abandoning traditional soft dollars in favor of commission-sharing arrangements (CSAs), according to a study by Greenwich Associates

The majority of advisers said the cost of living given the current economic environment will impact their clients’ retirement timeline, according to the latest Brinker Barometer survey.

Asset management firms struggle to convey a consistent message to the marketplace, according to Cerulli Associates.

Have you noticed depleting stars from your hotel travel itinerary?

An Ibbotson analysis of target-maturity funds in the second quarter suggested that equity allocation did not have a clear impact on performance.

A study from Charles Schwab found that across all generations, Americans agree that more financial education is needed.