Data & Research

A new survey found that most independent financial advisers expect a strong economy for 2017 under President-elect Donald Trump, and a majority want him to repeal the DOL...

Affluent investors seek out advice from multiple providers because they are hesitant to trust a single source, a new analysis suggests. 

A new report by EBRI suggests that the Census Bureau’s estimates of steep declines in employer-sponsored retirement plan participation were misleading.

GAO also says requiring participants to be employed on the last day of the year to receive matching contributions also lowers potential retirement savings.

 

The minimum investment for these types of services is as low as $5,000.

CFP Board identifies this type of saver as confident about their retirement prospects.

The key to the increase in engagement seems to be automatic and mobile enrollment. 

Women are more worried about their finances and willing to work with advisers.

In light of the DOL’s fiduciary rule, advisory firms are increasingly utilizing digital portfolios with low-cost ETFs; however, some advisers are voicing concern over the potential risks associated...

More participants are putting all their assets in a single target-date fund—using TDFs as their designers generally intend.

While a report from the DOL shows increases in employers adopting both DB and DC plans and assets growing, it also indicates retirement plans are paying out more...

While usage of automatic plan features is falling, there is more interest in offering managed accounts and investment advice, research finds.

Account balance reallocation activity was little changed and contribution reallocation activity was slightly lower compared with the same time frame a year earlier, ICI found.

A new analysis from Lincoln Financial Group and Zeldis Research suggests few are aware of the wide range of solutions available to help address the potential financial impact...

A few data points in particular jump out of a new Charles Schwab study that clearly indicate the fundamental changes experienced by the advisory industry in the last...

While the United States' overall value rose slightly in the 2016 Melbourne Mercer Global Pension Index, the index report notes that as a country with a lower-middle rating...

Topping the list is the tax-favored status of employer-provided retirement savings for workers.

The complexity of explaining retirement income solutions to participants was one of several reasons defined contribution plan sponsors cited for not offering these options in their plans.

Twenty-one percent are still living with their parents.

DCIO assets now account for almost half of the DC market, according to the latest in-depth study by Sway Research.