Women’s confidence in their ability to plan for retirement has reached a three-year high, with 69% of women rating their confidence level as good or very good, according...
Though employees are expected to take on more decision-making and financial responsibility for their employee benefits, employee education and communications have become a much lower priority for employers.
When asked to categorize a list of personal and financial concerns, 64% of survey respondents said “needing to save for retirement” is “highly important,” though eight other choices...
A 2009 follow-up survey of households that completed the 2007 Survey of Consumer Finances (SCF) found changes in families’ savings intentions or behavior, their tolerance for financial risk,...
Despite improved finances overall, research from Financial Finesse shows only 15% of employees are confident they are on track to meet retirement goals.
Transamerica surveyed benefits directors and found that many believe their organizations do not do enough to help employees make critical decisions at the point of retirement.
Affluent investors in the Gen X demographic – between the ages of 29 and 44 – using advisers saw significantly less growth in their portfolios last year than those...
The Center for Retirement Research has found that defined contribution plans may have a role in the public sector, but in combination with, not as an alternative to,...
At the end of 2010, exchange-traded funds (ETFs) reached 25% of retail fund assets in wrap programs at national broker/dealers (B/Ds), up from 22% at the end of...
The ability to participate in a defined contribution (DC) retirement plan at work is imperative for having enough money to afford basic expenses and cover uninsured medical care...
Only 12% of wealthy Baby Boomers said it is highly likely that their children will attain the same or higher level of wealth as they have, reported a...
The Dow Jones Affluent Investor Study found that advisers are not touching all the bases with their affluent investor client base, including a surprising percentage in need of...
Strong performance across equity sectors coupled with positive returns in the bond markets helped push total U.S. retirement market assets to an estimated $16 trillion by year-end.
A substantial majority (98%) of affluent women say honesty and trustworthiness are key criteria for selecting financial advisers, the Spectrem Group found.