Data & Research

Asked to name what they fear most about the 2012 election, the majority of adviser respondents to a Brinker Capitol poll said “Obama’s re-election.”  

Record-setting levels of defined contribution assets will continue to grow, yet mutual funds will not be the sole beneficiary. 

Whether advisers are heavily, moderately or lightly invested in the retirement plan space, all are hoping to capture more plans in 2012.  

Half of small-business owners are under the misconception that offering an employer-match is required in a defined contribution retirement plan, preventing them from sponsoring a plan.  

Fidelity Investments found more than half (51%) of its 401(k) participants are now in a plan that offers auto enrollment.  

An "American Dream" that is less conventional and more personalized is emerging, according to a MetLife study.

Although one in five mass affluent investors are saving more this year than last, many are struggling to reach long-term financial goals, according to a Bank of America survey....

A PSCA survey found that while companies are in the process of restoring contributions, they are also increasingly focused on plan investments.

Thirty-one percent of Americans say running out of money is their top concern regarding retirement, according to a survey from Franklin Templeton.

Fidelity’s Education Generational Survey found nearly half (49%) of the higher education workers surveyed describe themselves as "conservative" investors when it comes to retirement, regardless of age.

Based on a survey with financial services executives, Aite Group asserts that the retirement income industry is still in its infancy, with the shift from accumulation to decumulation...

A McKinsey analysis of the asset management industry shows that growth has been more difficult to achieve than profitability, with only one in five asset managers sustaining above-average...

Charles Schwab clients’ financial sentiments declined in the third quarter, hitting the lowest level in two years.  

In an analysis of fees in 401(k) and other defined contribution retirement plans, researchers found the level of complexity in servicing a plan did not appear to have...

Cerulli anticipates the percentage of advisers' discretionary business will increase from 59% in 2011 to 71% by 2013. 

Residents of New Hampshire and Alaska rank at the top of financial literacy and financial behavior, while residents of Louisiana and West Virginia rank at the bottom, according...

One-third of pre-retirees who say they are five years away from retirement have not calculated how much income they will need.

Retirees are feeling more financially secure since 2009, but fewer have estimated how long their assets will last into retirement, according to a recent study.

Conversations about annuities are becoming more focused on lifetime income, with more than one-third of investors (34%) reporting that the main reason for purchasing an annuity is to provide guaranteed...

A quarter of Americans believe they will work in some capacity until they are at least 80, because they do not have enough savings to live comfortably in retirement.