Financial professionals were increasingly focused on market volatility in the second quarter of 2014, says a quarterly adviser sentiment survey from Fidelity Financial Advisor Solutions.
Just 43% of retirement plan participants over age 50 have considered a formal withdrawal strategy for accumulated assets, according to an OneAmerica survey.
Many recent retirees with 401(k) accounts or rollover IRAs are doing well financially and emotionally, according to a survey analyzing retirement spending.
Despite an extended period of relatively calm markets, advisers say the top investor-initiated conversation remains on the topic of market volatility, according to a survey from Russell Investments.
The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.
Defined contribution (DC) plan participants on both sides of the Atlantic are worried about retirement, according to research from State Street Global Advisors (SSgA).
Few financial advisers are satisfied with the technology offerings and communications resources at asset management firms, according to a recent kasina report.
The average participant in the U.S. defined contribution (DC) retirement system is 43 years old and has saved $91,000, according to an industry benchmark report.
Natixis Global Asset Management announced plans to fund a research project focused on investor behavior and personal financial benchmarking, based at the Massachusetts Institute of Technology (MIT).
More than four in 10 (43%) high-net-worth investors plan to increase allocations to exchange-traded funds (ETFs) over the next 12 months, according to a Fidelity poll.
Research from the Vanguard Group finds there are differences in defined contribution (DC) retirement plan account balances across racial and ethnic groups.
Nearly half of Americans older than 70 polled for a recent survey say they are either unprepared financially for retirement or they do not know whether they are.
More than seven in ten (71%) retirement plan sponsors in the health care industry utilize the services of an adviser, consultant or some other intermediary, according to a...
While Millennials are very focused on retirement-related issues, these employees still need to create a strategy for long-term retirement success, according to a survey from the Transamerica Center...