Data & Research

Given a personal finance survey, participants could answer only half of the questions correctly

Financial advisers almost universally report the use of social media has changed how they communicate with and win new clients; however, they disagree to some extent about the...

EBRI also found not only do individual account assets make up a large portion of families’ financial assets, but those with individual account assets also have substantially higher...

A survey also revealed that among those Americans with access to using retirement savings vehicles, only 46% say they are contributing as much as they would like.

Nearly one in four say retirement planning is a touchpoint for financial stress

By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured...

For most people, saving for retirement does not become pressing until their 40s or 50s, when it may already be too late to craft a realistic retirement income...

The Wells Fargo/Gallup Investor and Retirement Optimism Index remains at a 17-year high, despite a clear uptick in volatility, with the index at +139 in the first quarter;...

Sixty-three percent of retirement plans now offer them, the Plan Sponsor Council of America found.

IRI President and CEO Cathy Weatherford says financial advisers are uniquely positioned to help Gen X effectively plan for their retirement concerns.

Seventy percent believe their advisers have a responsibility to discuss guaranteed lifetime income products with them.

More than three in 10 have no retirement budget.

Nearly 70% of families where the head of the household is 55 or older carry debt, EBRI found.

The majority believe they will have to work much longer than previous generations, Prudential learned in a survey

A Hearts & Wallets report reveals that of 49.4 million working Americans with less than $50,000 in investable assets, 33 million “wish they were doing a better job...

However, their top three financial fears include health challenges, job loss and market volatility

Despite the tremendous progress of the last decade, there remain some “surprisingly different perspectives” among plan sponsors, recordkeepers, and individual participants when it comes to priorities and best...

They say regular expenses are keeping them from doing so, Bankrate.com found in a survey.

According to a study report, the strongest predictor of an account not being lost was the respondent’s knowledge of how to contact the company holding the account; accounts...

Three quarters of women under 40 do not have a financial adviser.