Data & Research

Financial services firms rank the ability to acquire and retain clients as their number one business challenge in 2008, according to a survey by Cerulli Associates.

Santa Claus is coming to town – for about 34 microseconds.

When asked what issues would have the most significant impact on businesses in 2008, advisers are most concerned about market performance/volatility (58%), retiring Boomers (54%), and the real...

I went to see “I Am Legend″ over the weekend.

A new Lincoln Retirement Institute survey of Baby Boomers and retirees (age 42+) reveals the majority would like a retirement planning do-over.

A new federal report painted a somber picture of the retirement readiness of American teenagers, projecting that 36.8% of today’s 17-year-olds will reach retirement age with no retirement...

For the first time since 2004, respondents to the Mercer Workplace Survey said they are more worried about keeping up with monthly expenses than saving for retirement.

A nationwide survey indicates Baby Boomers from the Western U.S. have a markedly different outlook on their life, health, and money, than do boomers in other regions of...

Investors in loaded mutual funds underperform their own funds' reported returns by three times as much as no-load fund investors even though the load investors are paying for...

Families with college-bound children who work with a financial adviser are on their way to being able to pay 47% of their college costs – significantly better than...

Three-quarters of high net worth (HNW) individuals point to retirement planning as their most important financial activity – calling the process “absolutely essential″ or “very important,″ a new...

The cost of true love, like so many other things, continues to rise, according to a new survey.

Just over one in 10 American workers (11%) said they plan to cut back their retirement plan contribution rate as part of a general belt-tightening during the holiday...

Sixty-nine percent of defined contribution plan sponsors use an investment management consultant, according to a new survey.

Participants using an advice product in 401(k) plans administered by Schwab Corporate&Retirement Services earned an average 3% higher return than those who did not, according to new data.

Automated retirement plan features such as automatic enrollment are driving up 401(k) plan participation rates at U.S. companies, according to Diversified Investment Advisors, Inc.

This week, PLANSPONSOR’s November issue will start arriving in the mail (and, with a little bit of luck and time, online).

In one year, the number of employer clients offering at least one auto-savings tool, automatic enrollment or automated savings increases, nearly tripled to more than 30,000, according to...

Nearly half (40.5%) of widows say they rely on financial advisers for investing advice, more than double any other female demographic group, according to The OppenheimerFunds, Inc. 2007...

Baby Boomers appear to be talking more with their adult children about family finances than with their parents, a new study says.