Data & Research

Investors expect financial advisers to earn and maintain professional credentials beyond the minimum licensing requirements, according to research from the Investment Management Consultants Association (IMCA).

Fewer Americans plan to rely on a 401(k) account as their main source of retirement income than planned to prior to the recession, according to a recent Gallup...

While nurses spend their lives taking care of others, they often fall behind in taking care of their own financial future, a Fidelity Investments study suggests.

Individual retirement account (IRA) rollovers increased 7.3% during 2013 to reach $321.3 billion in total rolled-over assets, according to financial analytics firm Cerulli Associates.

Three factors create a roadblock to retirement income for advisers' clients: low yield, adequate equity exposure and managing volatility.

New research from financial analytics firm Cerulli Associates finds that 53% of financial advisers’ clients are between 50 and 70 years old.

The smallest of employers are gaining enough confidence in the economic growth of their businesses to increase efforts to help employees save for retirement.

A myriad of factors are driving growth in the DCIO (defined contribution investment only) market, and assets look likely to keep on mounting.

Work will be a part of Baby Boomers’ lives even into the retirement years, a survey finds.

More Americans realize they aren’t on track to meet retirement income needs, according to Northwestern Mutual, but the country as a whole is struggling to address longevity risk.

Plan sponsors in hospitality and leisure businesses may face the biggest challenges in retirement plan participation, according to the ADP Research Institute.

New analysis from Fidelity Investments shows the average balance of its client’s 401(k) accounts reached $88,600 during the first quarter of 2014, boosted by automatic plan features and...

Roth 401(k) plan features are gaining in popularity, Aon Hewitt research finds.

More than half of retirees say they have withdrawn funds from retirement accounts, usually to cover short-term expenses, without a strategy in place to mitigate longevity risk.

Defined contribution (DC) plan participants seem committed to keeping their savings in tact as DC accounts make up a growing percentage of U.S. retirement assets.

A new analysis from Putnam Investments, reviewing years of income replacement projection data, finds many retirement savers missed out on recent market surges due to low equity allocations.

Human capital is a key factor in asset allocation, says David Blanchett of Morningstar Investment Management.

Data does not suggest a strong connection between increases in contribution limits and the creation of new retirement plans, according to a U.S. Government Accountability Office (GAO) study.

Nearly three in four Americans (73%) say they are not more inclined to invest in the stock market, even after a stellar 2013, according to new research from...

Nearly half of American workers feel stressed about their finances, says a new Principal Financial Group analysis, although worry seems to diminish among those seeking professional advice.