Data & Research

Investors who add a variable annuity with a lifetime guaranteed minimum withdrawal benefit (GMWB) to a stock and bond retirement portfolio can enjoy pumped up income with less...

Affluent seniors over age 70 spend nearly three times as much of their online time on financial matters as those younger.

An analysis of about 50 plans in Vanguard’s recordkeeping system that have adopted automatic enrollment suggests it does improve participation rates, but deferral rates for those using automatic...

New research from Fidelity Investments suggests employees of non-profit organizations are not taking full advantage of their workplace retirement plan resources.

Democrats are frequently characterized as “tax and spend″ by those on the other side of the political spectrum.

New research from the Center for Retirement Research at Boston College (CRR) suggests the change in the retirement landscape from predominately defined benefit plans to mostly defined contribution...

How much money does it take to be considered rich?

A majority of employers have no intention of terminating their non-qualified executive retirement plans due to final Internal Revenue Code rules governing these arrangements, according to a survey...

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.