Data & Research

Three out of four advisers employ at least one social media platform to engage clients and pursue new business, according to a recent Putnam Investments survey.

Small companies (10 - 499 employees) face retirement plan coverage and participation, as well as employee retirement readiness, challenges, a report suggests.

An increasing portion of the work force is older than age 60, but this is not negatively affecting workforce productivity.

Advisers who include corporate services and executive benefits as part of their standard offerings to executive-level clients are better able to win the right to also manage those...

Participants want advice they can trust, often feel they can’t afford it and take positive action when they get it, a survey found. 

A new survey has found that some are still skeptical about the value of online education.

Fiduciaries of defined contribution (DC) retirement plans are becoming increasingly challenged to carve out time for their responsibilities and are looking at outsourcing some of them, according to...

Describing Millennials as the “lost generation” when it comes to retirement planning, Financial Finesse has released its third annual report on the state of U.S. employee retirement preparedness.

Whether a person will have to live on less after he turns age 65 depends on his income before 65, research indicates.

A new study revealed 18% of the U.S. work force may retire within the next five years.

Employees are learning more about retirement through social media, a survey found.

A new study has identified common practices for plan success in defined contribution (DC) retirement plans around the world.

Increased wealth and an expanded presence in the workplace have not helped married affluent women to feel more confident about investing and long-term financial planning.

Sixty-five percent of workers recently polled participate in a 401(k), IRA, or other comparable retirement plan, down from 67% last year.

Fees may no longer be the loudest voice in retirement plan discussions, said panelists at the PLANADVISER National Conference in Orlando, Florida.

Women are making progress when it comes to greater engagement in the family finances beyond simply budgeting for daily household expenses, according to Fidelity Investments’ fourth “Couples Retirement...

Retiring with mortgage debt is becoming much more common.

Generation X employees are more concerned than their younger and older counterparts about having enough saved for retirement, according to a new study by LIMRA.

Traditionally, benefit plan committees oversaw administration, investments—everything to do with sponsoring and administering an employer-sponsored plan.

Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.