Data & Research

Retirement specialist advisers used to sell the idea of getting participants engaged, getting them to allocate their savings appropriately—but today advisers must take a different approach.

The 2014 RIA (Registered Investment Advisors) Benchmarking Study from Schwab Advisor Services finds employees look beyond their base salary for meaningful compensation.

How secure are your technology and data practices? A pilot survey from the NASAA looks at state-registered advisers.

Plan advisers have a great deal more work to do on ensuring participant retirement readiness.

Respondents to a survey identified health as the most important factor for a happy retirement, and health care costs as their biggest concern, highlighting the need to consider...

Biggest financial worries: unemployment, student loans, and whether Social Security will be adequate. Here comes Generation Z.

Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.

Inability to repay student loans may affect the financial security of a small percentage of retirees, according to a report by the Government Accountability Office (GAO). 

Financial advisers looking to purchase or merge with another practice must implement some key best practices to ensure the acquisition is successful, according to NFP Advisor Services.

The emergence of digital technology and increasingly connected investors has the potential to unsettle the dynamics of the financial advice industry, according to a Celent report. 

Ever heard of a QDRIA? You might, if income solutions become an integral part of defined contribution (DC) plans.

More Americans want financial advice, especially about retirement: A substantial majority (86%) sought out retirement-related advice, a study finds. 

Current workers should factor uncertainty about labor market outcomes into their retirement planning, a research paper concludes.

An optimistic view of U.S. retirement preparedness depends crucially on assumptions about behavior that may not reflect real world activity, researchers suggest.

Ownership of retirement accounts fell in 2013, but median and mean values of retirement accounts rose substantially, according to a Federal Reserve Bulletin.

Two-thirds (66%) of Generations X and Y have not calculated how much they need to save for retirement—and only 19% work with a financial adviser. 

An individual departing the workforce today will see out-of-pocket health care costs grow 7% annually throughout retirement, an analysis from J.P. Morgan Asset Management suggests.

Merger and acquisition (M&A) activity remained healthy in the registered investment adviser (RIA) industry during the first half of 2014, according to research from Schwab Advisor Services.

The LIMRA Secure Retirement Institute (SRI) estimates that 1.5 million people will retire annually from now until 2025, creating significant demand for advice on spending and investing in...

A new analysis of retirement plan offerings at Fortune 500 companies suggests the shift from defined benefit (DB) plans to defined contribution (DC) plans may be slowly stabilizing.