Data & Research

‘Any private asset allocation must earn its place in the portfolio,’ according to a firm retirement strategist.

About one in eight BestMoney survey respondents said they took ‘significant actions’ in retirement planning based on information provided by...

Research found that 71% of banks and 76% of credit unions reported repurposing branches as advisory hubs.

Employers’ compensation and benefits packages are evolving, and 98% of employers surveyed offer a qualified retirement plan, according to Ascensus. 

Waiting for a diagnosis is unlikely to safeguard against losses, according to new research from NBER.

Both retail client channel and institutional channel assets reached all-time highs across US markets, according to Cerulli.

More U.S. households are moving investable assets, with rollovers reaching an estimated $1 trillion in 2025, according to research firm...

Research from CAPTRUST suggests that plan sponsors can leverage advisers to improve outcomes for their employees.

A recent survey shows 32% of advisers made cryptocurrency allocations in 2025, an uptick from recent years.

Model portfolios have become essential, customizable tools for high-net-worth clients, and Millennial advisers are leading the trend.

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, according to Morningstar.

Increased plan contribution rate may lessen the impact of 401(k) loans on saving, according to the Pension Research Council.

Research found that more than two-thirds of workers claiming Social Security first claimed benefits before age 67.

Multiple surveys reveal a common belief that at least $1 million is needed to retire comfortably and that feelings of...

Artificial intelligence analyzed metadata from 12,000 client meetings to determine how financial advisers’ behaviors influence client decisionmaking.

New research from Accenture suggests recordkeepers integrating artificial intelligence with behavioral economics will drive better participant outcomes.

A study from the National Bureau of Economic Research found that couples who do not coordinate their retirement savings could...

The US will remain a resilient economic growth engine, but the downside of the growth is upward pressure on inflation,...

More than half of investors with IRA balances under $5,000 missed their required minimum distribution in 2024, according to research by Vanguard.

Spending for the average retiree gradually declines by more than 30% between ages 60 and 85, according to a new...