Data & Research

An AFA survey of professionals from U.S.-based RIA firms that research funds and/or select funds for client portfolios, found that...

While 39% of men believed their income had kept up with inflation in 2024, only 28% of women felt the...

The think tank says three things would expand access: labeling in-plan lifetime income solutions as distinct asset classes, refining safe...

Two-thirds of households plan to continue saving more, particularly in taxable and retirement accounts.

Although older workers understand the benefit better than their Millennial and Gen Z peers do, all could be better educated,...

While balances are up, Devenir reported, continued seasonality was evident in the share of accounts that are not funded at...

Nearly 9 in 10 CFP professionals say their clients’ financial objectives are at-risk due to the pending expiration of the...

After payments resumed, the volume of past due federal loans quickly returned to pre-pandemic levels and reached a new high...

A TIAA Institute and MIT AgeLab survey finds consumers working with advisers are more satisfied with financial advice, underscoring the...

Nearly half (49%) of Americans “strongly agree” or “agree” their retirement plan savings are the only significant emergency savings they...

Workplaces prioritizing mental health see 13% higher productivity, employees are 2.3 times less likely to report feeling stressed, and there...

Thirty-one percent of households owned IRAs in 2022, according to a report from the Congressional Research Service. Among IRA-owning households,...

Data from the Nationwide Advisor Authority study also highlights a significant gap between advisers’ confidence in their ability to serve...

A J.D. Power study finds traditional wealth management firms may be missing out on attracting younger investors.

More than half of those aged at least 55do not understand strategies to make their retirement income more tax efficient,...