Data & Research

Increasing health care costs are predicted to exceed the Social Security benefits of middle-class American retirees, new research finds.

A new study from the Financial Planning Association's (FPA) Research and Practice Institute finds financial advisers are not completely in control of their time and business operations.

Almost half of investors say they need investment advice, want an adviser they can trust and do not understand how the compensation works, according to Cerulli Associates.

A study by the National Association for Retirement Plan Participants (NARPP) finds a low level of financial literacy among retirement plan participants.

The most effective way to increase participation in retirement plans is to provide all workers with access to one and automatically enroll them, a research report suggests.

Employees who invest in target-date funds (TDFs) through their employer-sponsored defined contribution (DC) plan feel more confident about meeting retirement goals, says a new study.

Generation Y and Millennial workers are taking responsible actions for their financial future.

More multiemployer pension plans have a favorable projected funding status for 2014.

Investment consultants polled for an annual PIMCO survey voiced near-unanimous support for the use of alternative investments, especially in custom target-date and target-risk strategies.

A new analysis from financial research and analytics firm Cerulli Associates finds adviser migration may grow independent channels to 38% market share by 2016.

Americans are often passive about financial education and financial literacy, which can negatively impact their chances for living a comfortable retirement, a new study finds.

The seventh release of the “Adviser Insights” study from Fidelity Investments suggests financial advisers are enjoying the highest levels of compensation and assets under management since 2007.

New research from financial analytics firm Cerulli Associates finds “mega adviser teams” with at least $500 million in assets under management control 42% of the total advice market.

A new analysis from the LIMRA Secure Retirement Institute suggests more than four in 10 employers believe the Patient Protection and Affordable Care Act (or ACA) has directly...

A survey of retirement plan sponsors from AARP suggests there is widespread support for holding more types of financial advice to a fiduciary standard.

Results from the Charles Schwab Money Myths survey show a prevailing sense of overconfidence and unfounded optimism among U.S. workers planning for finances after age 50.

When it comes to executive retirement arrangements, a recent study reveals a continued emphasis by U.S. companies on elective deferred compensation.

The young and affluent members of Generation Y (a.k.a., Millennials) show a higher use of online brokerage accounts over defined contribution (DC) plans, says a new study.

The generational financial wellness gap is widening as younger workers struggle with debt and a lack of cash flow, according to a new survey from consulting firm PwC...

The Insured Retirement Institute (IRI) released a new report showing Baby Boomers’ confidence in their plans for retirement continues to decline.