Data & Research

Three-fourths of financial advisers polled in a new JPMorgan Funds-sponsored survey said that when evaluating target-date fund options, plan sponsors lack clear and objective criteria for selecting the...

Perhaps not surprisingly, there has been significant movement toward adopting target-date funds as a default investment for automatic enrollment.

If expenses are not cut significantly, asset management profits face a serious decline, and the largest sources of potential expense reduction are incentive pools and headcount, according to...

As the global economy evolves, so is the financial outlook for Baby Boomers.

Even before the current market turmoil, plan sponsors were increasingly inclined to bring in some expert help.

Some aset management firms are looking to reduce their distribution teams but expand their territories, according to research from kasina.

More than a quarter (27%) of Baby Boomers polled by a social-networking site for the 40 and over crowd said their biggest workplace worry was the value of...

People in a recent poll turn first to Web sites and news sources and then to financial professionals for financial information.

The wealth transfer market—which will top $38 trillion in the next few years—is a sizable opportunity for advisers.

Some unlikely distribution firms have managed to step into the crisis and increase loyalty among affluent investors, according to Cogent Research.

Many people in the developed world say they do not understand financial planning and do not know where to turn for help with financial matters, according to a...

Research indicates that too many investment choices in a 401(k) plan may lead participants who are inexperienced investors to take on more risk than they would with fewer...

Despite hurdles such as volatile markets and the freezing of pension plans, industry representatives consulted by Diversified Investment Advisors say they are upbeat about the industry’s future over...

While only three in 10 of polled Boomers are working with a financial professional, those who are show more optimism about their finances.

A survey of asset managers from consulting firm FS Associates found continuing optimism amid the financial crisis.

Advisers cite independence, personalization, and financial success as their reasons for leaving established firms to go independent, according to Schwab Institutional research.

Actively managed funds will see increased competition for assets in retail portfolios, including the retirement income space, according to research from the Financial Research Corporation.

In a new report, Charles Schwab says there is a strong connection between a plan sponsor’s company match contribution formula and participant savings rates.

Research by the National Institute on Retirement Security (NIRS) suggests freezing a defined benefit pension plan might not reduce costs.

Many advisers have been the champions of phrases such as “stay the course″ and “weather the storm,″ but even advisers have a sinking confidence in the market, according...