Data & Research

The proposal would add up to $983 billion under baseline scenarios, according to a new Morningstar report.

Calculators are becoming the first step in retirement planning, reflecting a broader shift toward digital-first financial decisionmaking.

Most retirement plan participants are defining success by guaranteed income, rather than account balance, according to MetLife research.

Among affluent women, a growing gap is emerging between financial engagement and real-world decisionmaking.

A survey of financial professionals shows how they are changing investment strategy and retirement planning approaches.

Economic uncertainty has led two-thirds of survey respondents to stress about running out of money more than anything else.

A recent survey from ZipRecruiter found 71% of retirees relied on Social Security as a primary income source.

An assessment of financial advisory firms’ branding found that about 40% used website copy that lacks distinction, a communication firm...

A study found nearly 40% of young adults said they relied on artificial intelligence tools for financial advice.

Recently released FINRA research shows 61% of surveyed investors aged 18 to 34 made investment decisions based on recommendations from...

The smallest share of workers and retirees in nearly a decade reported being confident they have enough money to live...

Surveyed pre-retirees had a median of $56,000 in their retirement accounts, yet on average thought $500,000 was needed in retirement.

Younger savers have a better chance to reach the milestone in a retirement account, but savers starting later in life...

Morningstar says plan advisers should go over much more than regulatory education with sponsors and asset managers.

By establishing a framework, participants can more accurately forecast how to budget their retirement funds, according to a Guardian study.

With 43% of advisers worrying they will not retain assets when a client’s spouse inherits, Natixis IM highlighted the need...

Retirement plans relying on manual processes and aging infrastructure are struggling to keep pace, according to the industry group.

According to Pentegra, 80% of surveyed advisers cited mitigating risk as the leading factor driving their positive perception of pooled...

A LIMRA paper makes the case for financial advisers including long-term-care costs in retirement planning.

Workers surveyed said they seek clearer and more personalized retirement guidance from employers, according to Franklin Templeton.