Data & Research

Retirees and pre-retirees lack confidence in making their retirement money last, and only one-fifth have discussed spending in retirement with a financial adviser.

Financial service employees are not more on track with their retirement savings than other people, a study from MetLife found.

Social Security analysis is not accurately portraying when people retire, says a brief by the Center for Retirement Research (CRR) at Boston College.

In a recent survey, financial planning students said they prefer boutique firms.

American Funds and Fidelity are at the top of the asset manager list with registered investment advisers (RIAs).

Broker/dealers are projected to double in size over the next five years and must refine and improve their operations in order to continue success.

A majority of affluent investors, especially those that work with an adviser, do not think their fees are too high, a study from Spectrem Group found.

A new report says target-date investments of the future are likely to be offered in “multiple flavors″ according to the participant’s risk tolerance.

If you’re looking for a new angle on investments, you might want to pay attention to their politics.

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...