Data & Research

Looking to 2017 and beyond, investors must accept that expectations for market returns over the next 10 to 15 years have declined for most asset classes. 

Today, investors are enjoying retirement income costs lower by as much as 14% versus a few months ago, according to BlackRock’s CoRI Retirement Indexes.

The oldest segment of respondents is likelier to say they don’t make enough money to worry about financial planning.

However, concerns towards fiduciary risk decreased—with less than 11% of plans citing it as a top concern.

A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground...

More than 87% of respondents to a survey believe employer-sponsored student loan contribution programs are significant.

In light of heightened regulatory pressure, advisers are reevaluating portfolio management strategies to generate sufficient retirement income in a low-interest-rate and cost-sensitive environment.

A GAO analysis finds the number of borrowers, especially older borrowers, who have experienced offsets of Social Security benefits to repay defaulted federal student loans has increased over...

A new study highlights the idea of financial independence in retirement and suggests retirees should turn to family for financial support as they age.

Both employers and employees remained committed to funding defined contribution plans during the year, which saw significant market swings and bouts of uncertainty. 

The Urban Institute has suggested policy proposal that could help Hispanics' retirement income prospects.

And 87.6% of eligible employees have a balance in their plan.

While there is some uncertainty about the specifics, digital advice clearly has an important role to play in the advising industry for the years and decades to come.

An ICI analysis suggests the share of retirees with private-sector pension income nearly doubled between 1975 and 2015.

Social Security, company funded plans, home equity, and inheritance are less frequently cited as sources of retirement income among workers.

A new survey by the PSCA also found that more than half of 403(b) plan sponsors expect to make no change in light of the fiduciary rule scheduled...

Even though more than half of investors turn to financial professionals, investment literacy is low especially among women, a new survey finds. 

The majority think they will be even better off financially in 2017.

As implementation of the DOL’s fiduciary rule approaches, advisers may have to choose between remaining in the DC business and pursuing traditional wealth management.

While different generations show interest in varied benefits, given dollars to choose benefits, retirement is still top-ranked.