Data & Research

Nearly two-thirds of retirees surveyed said Social Security payments could never keep pace with inflation stemming from tariffs, according to...

Private equity was responsible for 86% of transactions involving registered investment advisers, according to a new report from Fidelity.

While most employers use employee surveys to help inform their selection of benefits, Hub International’s 2025 Workforce Vitality Gap Index...

Employers listed ‘catastrophic’ claims and costly prescription drugs among the main drivers behind pricier coverage, according to a survey from...

Cautious investors may be losing out during downturns in the economy, according to a study by Jackson National Life Insurance.

According to recently released research by the Transamerica Institute, almost one-third of U.S. adults expect Social Security to be their...

Almost 40% of health care plan participants did not know if mental health services were covered in the same way...

As cost pressures ease, sponsors are prioritizing data security and embracing artificial intelligence to personalize and future-proof the 401(k) experience.

According to a July survey, nearly half of surveyed advisers were willing to recommend private market investments, but most also...

A new survey of members of Generation X by PulteGroup found that more than one-quarter of respondents said they may...

Employees with adequate emergency savings contributed more to their 401(k) accounts and took fewer withdrawals than those without, according to new...

Surveys by Achieve and Empower found more than half of respondents rate their finances as ‘poor’ or ‘fair,’ but nearly...

Independent advisers and employer-sponsored programs can offer estate planning support to earn the business of affluent investors, per a recent...

Interest in non-U.S.-equity exchange-traded funds is growing and investors are also rotating out of small-cap equities.

The Federal Trade Commission found that total losses due to fraud for adults older than 60 climbed to nearly $700...

Benefits provider Lively found its customers spent an average of 80% of their health care account assets in 2024, reflecting...

President Donald Trump’s key tax and spending legislation will result in a net increase of $168.6 billion in Social Security...

The second version of IRALogix’s index showed stability on the surface, but deeper issues in planning and confidence point to...

There is a generational divide when it comes to what older and younger Americans are choosing for their investments.

Nearly half of respondents in a Northwestern Mutual survey preferred financial advisers who understood and used artificial intelligence, but most...