Data & Research

Financial education programs are the most successful when tailored to the unique concerns of the workforce.

There is a strengthening push for more self-directed investing, especially among male investors labeling themselves as “anxious.” 

A strong majority of investors surveyed by Financial Engines believes advisers should be legally required to provide “non-conflicted advice” in retirement planning contexts.

It may seem obvious what financial help each generation needs, but when employers ask employees what they need, they may be surprised.

In addition, a survey found, spoiling children is hurting parents' finances.

Protecting aging clients is advisers’ foremost ethical concern.

Even if they are earning little, they need to start saving for retirement early on in life.

When reviews do take place, they often fail to focus on participants’ retirement outlook.

Millennials are saving more money than any other age group, with 62% stating they are saving more than 5% of their incomes, according to a Bankrate.com survey. 

Although retirement assets were $24 trillion at the end of both years, the makeup of the market changed.

The more advisers lean on misperceptions about how women approach investing, the more difficult it can be to engage them.

More than three of every five dollars invested in a target-date mutual fund or CIT is controlled by one of only three financial services firms, research found.

Whether people work with an adviser has an impact on how they assess their own confidence in retirement, says EBRI’s latest data.

Financial wellness needs can be age-based, income-based, or based a number of other factors, so any financial wellness solution needs to address the broad spectrum of needs, says...

Transamerica attributes this, in part, to more institutions using plan advisers.

Cerulli anticipates a continuing move to robo-advisers and changes in insurance company product fees.

Expense ratios for equity, hybrid, and bond mutual funds dropped in 2015 to the lowest level in at least 20 years, ICI says.

Advisers can play a major role in helping women by providing a fact-based estimate of their long-term care costs and setting up plan to pay for those costs.

A single basis point drop in the average U.S. retirement plan fee may not seem that significant, but magnified across hundreds of billions in assets it represents an...

A Lincoln Financial survey found a significant decline in participant engagement and a sharp rise in instinctive decisions.