Data & Research

The CEO of the Oasis Group cautions against being swayed by flashy features  

Registered investment advisers held nearly half of all active ETF assets and almost 40% of total ETF assets last year,...

Many workers reported a substantial gap in their savings and have concerns about outliving their retirement assets

Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were...

The paper introduces principles based on five core areas: fiduciary process, value for money, asset class distinctions, operations and participant...

Investors can better prepare for financial blows by limiting their exposure to equity, by considering risk—and by making more in...

Employees’ perceptions of long-term care needs, knowledge and accessibility of long-term services and supports influence their financial readiness in retirement.

U.S. retail retirement plan rollovers are expected to increase by 34% in the following five years, according to LIMRA.

Private equity-backed wealth management firms have made the lion’s share of RIA acquisitions, according to separate studies from Echelon Partners...

Registered investment advisers remained more bullish than retail investors in a recent market outlook study by Schwab Asset Management, but...

Early-career advisers said firms should invest in AI and branding to attract and retain talent, according to the annual J.D....

About 80% of investors responding to an HSBC survey said they seek guidance from experts when making investment and wealth...

The company's 401(k) Index found investors spent most of the quarter shifting funds from stocks to fixed income.

A study from Charles Schwab found that Americans feel the bar to achieve monetary wealth is increasing, but they value...

According to a study from Empower Retirement, workers want the option to invest in private markets and believe doing so...

According to a Wealthtender survey, investors value emotionality in their financial planning and in their advisers.

A Blackstone Private Wealth survey of its financial advisers found they are concerned about public market volatility and are open...

A recent paper from the National Bureau of Economic Research explored a guaranteed payout path involving defaulting 20% of a...

A Morgan Stanley survey found that investors know the importance of having both a professional financial plan and an adviser.

The fintech provider ranked 44 states by assets under management available per SEC-registered adviser.