Data & Research

It can be a fraught and distressing topic of conversation, but an honest assessment of a client’s life expectancy is...

As more people are getting vaccinated, they expect pent-up demand will lead to a boost. 

More plan participants are increasing their demand for and interest in environmental, social and governance funds. 

Fresh data shared this week by Principal and Fidelity shows defined contribution retirement plan balances have—yet again—reached record highs, but the data underscores the need to improve access...

A majority of these parents said they otherwise would have used the money for personal finances.

The projected cost of health care for the average couple retiring today is up 30% from 10 years ago, according...

In some ways, the gig economy was flourishing prior to the pandemic. Studies suggest the growth is likely to continue,...

Plus, confidence about Medicare and Social Security benefits reaches an all-time high. 

Financial providers can partner with employers to offer the benefit and help employees achieve their goals.

Morningstar and the CFA Institute have found the United States is among the nations with the lowest number of women...

More than one-third failed a basic Social Security quiz administered by MassMutual.

A Broadridge Asset Management expert explains how financial advisers can follow in their tracks. 

Many are refocusing on financial wellness programs and retirement income options.

A new research report out of the Wharton School suggests changes to required minimum distribution (RMD) rules might not have as big an impact in practice as many...

However, many are implementing new practices and technologies to combat these effects.

Nearly 70% of retirees say they retired earlier than they had expected, up from 50% in 2020.

Financial advisers can help them through a mix of offerings and communication.

A number of Millennials are misinformed about when to save and invest for retirement, and they need plan sponsor help with student loan debt.