Data & Research

The relatively small percentage of women in the ranks of certified financial planners has spurred an initiative by Certified Financial Planner Board (CFP) of Standards Inc.

When it comes to retirement savings, the U.S. could learn a few things from The Land Down Under.

How much, and when, to make withdrawals from individual retirement accounts (IRAs) in retirement was studied by the Employee Benefit Research Institute (EBRI).

More plan sponsors are embracing social media to access plan-relevant information from multiple sources, a new study found.

Lack of retirement readiness is a global problem, with retirement illiteracy a major factor.

Study after study has demonstrated Baby Boomers’ lack of preparedness and confidence in their retirement savings, and Ameriprise Financial Inc. has attempted to uncover the causes.  

Lack of retirement readiness is an emerging global crisis confronting governments, employers and individuals, a new study indicates.

The financial services industry has to do a better job of helping people meet retirement goals, said Laurence Fink, chairman and chief executive of BlackRock.

Young investors are taking the lessons learned during the economic downturn to heart, with those in Generation Y saving aggressively for retirement.

More retirement plan sponsors use social media for communications than one might think.

 How people deal with their student debt could derail their efforts to save for retirement. 

Most middle-class military families trust the financial planners they work with, according to a recent survey.

Seven out of ten pre-retirees surveyed say they would ideally like to include some work in their retirement years.

As part of its retirement study, Merrill Lynch Wealth Management developed an index to measure the current level of national retirement peace of mind.

Adult children get more details about the financial situation of Mom than Dad, according to Fidelity Investments research.

Just over half (56%) of Americans say they are financially prepared to live to the age of 75, according to findings from Northwestern Mutual. 

Institutional investors are using exchange-traded funds (ETFs) both tactically and strategically, according to a study from Greenwich Associates.

Financial advising as a career for women is projected to grow 32% from 2010 to 2020, according to the Bureau of Labor Statistics. 

Independent broker/dealers and RIAs continued outpacing wirehouse firms in long-term mutual fund asset growth in the first quarter, according to Access Data and Strategic Insight. 

Whether employees will have enough income in retirement is the hot topic of the industry.