Data & Research

Being a millionaire just isn’t what it used to be.

See how what’s in your glass compares to your neighbor’s glass.

A recent study found that workers have misconceptions about target-date funds.

Globally, investment manager search activity is slowing down as investors focus their attention on strategic issues, according to Mercer’s 2008 Global Manager Search Trends report.

How involved are advisers in retirement income planning and what products do they prefer?

As nursing home costs are rising, where in America are the cheapest long-term care options?

A growing number of Baby Boomers plan to move to retirement communities, according to a new survey.

Apparently the softening economy is also weighing on the value of major league baseball teams.

Recent media reports on 401(k) plan losses, excessive fee suits, and the move many sponsors are making from defined benefit offerings to defined contribution offerings has fostered negativity...

Mutual fund assets will grow at a faster rate in the independent, regional, and registered investment adviser (RIA) channels, compared with the wirehouse, bank, and insurance channels, according...

Workers who expect to work during retirement and those who do not expect to are equally likely to save for retirement, according to data from the Employee Benefit...

Customers can follow their bank on Twitter.

The extent to which investors delegate investment decisions to their advisers seems to shape how much investors value the relationship, according to the Investment Company Institute (ICI).

More than half of Gen Y respondents to a recent MetLife study are interested in getting workplace access to financial planners to help with retirement planning.

Millionaires might be working longer, too.

The state of Ohio’s two 529 college savings plans earned spots at both ends of the spectrum in a new Morningstar national ranking of 529 programs.

Almost one-fifth of workers ask a financial adviser how much they need to accumulate to retire, according to the Employee Benefit Research Institute’s (EBRI) latest Retirement Confidence Survey.

Financial advisers in the Midwest might have “happier″ clients.

There was widespread adoption of similar employee benefits communications techniques among employers responding to a recent survey.

Day-to-day expenses might be top-of-mind for Americans, but they are still concerned about having a secure retirement, according to a recent survey from AXA Equitable Life Insurance Company.