Data & Research

An analysis from Charles Schwab shows a growing number of employers are providing their employees with value-added 401(k) plan features that help drive positive plan participation and savings...

The PNC Financial Independence Survey found only 18%  of Gen Y members are confident they will have enough money to live comfortably when they are ready to retire.

A study from the National Bureau of Economic Research (NBER) found that providing peer information increased retirement savings of non-unionized recipients but decreased savings of unionized recipients.

Seventy-eight percent of all retail advisers are presently using alternative investments within client portfolios, according to a recent report from Cogent Research.

Bank of America Merrill Lynch’s latest 401(k) Contribution Activities Scorecard shows that as of June 30, 2011, nearly 1.5 million participants are actively contributing to their 401(k) plans.

401(k) participants who invested in target-date funds (TDFs) overwhelmingly tend to stick with these investments over time, according the Employee Benefit Research Institute (EBRI).    

The latest Citibank Economic Pulse survey found that three years after the downturn began, 44% of Americans feel less financially secure now than they did at the start...

An annual report examining SEC-registered investment advisers found that, although the total number of RIAs declined for the first time since 2001, the total assets under management (AUM)...

Spectrem Group reports that its Spectrem Affluent Investor Confidence Index fell nine points in August to -18, its lowest level in a year.  

Financial advisers often miss the opportunity to speak to their clients about the important role life insurance products can play in financial planning, according to a recent survey...

Nearly seven in 10 Americans (68%) say they will give more sparingly to charity in the coming months, according to a study conducted by Campbell Rinker on behalf of...

Small business leaders report a growing confidence in the economic environment, which appears to be contributing positively to hiring and investment decisions for their business in the near...

Although 25% of teens said their parents have a 529 College Savings Plan in place for them, the majority of teens (66%) and adults (54%) has never heard...

Fidelity Investments' College Savings Indicator found 60% of parents who have started saving for their preschool-aged childrens' college costs are still paying back their own student loans.

A paper released by the National Bureau of Economic Research (NBER) presents new empirical evidence about the effects of retirement benefits on labor force participation decisions.

Almost half of American adults say the financial goal that is most important to them is having enough money for retirement.

The third-party administrator (TPA) marketplace has a 30% influence on 401(k) assets, according to Cerulli Associates.

A recent study reveals middle-income Boomers are demonstrating a commitment to saving for retirement, despite a bleak economic outlook.

Cerulli's latest research indicates that advisers anticipate increasing their discretionary business to account for 71% of their assets by 2013.

Spectrem reports that the percentage of U.S. millionaires using Facebook nearly doubled in 2011 to 46%, up from 26% in 2010.