Data & Research

New Jersey took the top spot in three key measures of financial capability, according to research released by the FINRA Investor Education Foundation.

Retirement benefits - especially defined benefit (DB) programs - are giving employers an added advantage when it comes to attracting and retaining new employees, according to a survey...

Fifty-six percent of those surveyed would love a chance to go back in time, before the recession, so they could change their financial behaviors.

The First Command Financial Behaviors Index reveals that 23% of middle-class Americans who own a traditional IRA have yet to decide if they will convert their account to...

In its latest “Financial Professionals Outlook,” Russell Investments found that 59% of advisers are optimistic about the markets, whereas only 7% believe their clients feel the same.

A recent Wells Fargo survey showed that many respondents did not have a realistic understanding about how much money they will need in retirement.   

Potential tax increases will lead to a higher number of households at risk in retirement, according to a new study.

Minneapolis-St. Paul residents are the best prepared for and confident about retirement, according to a new poll.

Forty-three percent of people said in a recent survey that in times of financial troubles, they would make early withdrawals from 401(k) or other retirement accounts.

Smaller plans don't necessarily cheaper costs.  A new survey actually proves otherwise. 

More than 85% of the recordkeeping firms responding to a SPARK Institute poll said they plan to utilize the Institute’s information sharing standards and data records for retirement...

Cerulli Associates’ latest report predicts that wirehouse firms' managed account marketshare will fall to 50% by 2014. 

Actuarial and employee benefits consulting firm Nyhart has found 81% of employees 18 or older will not be able to afford to retire by the age of 65.

Cynthia Egan, president of T. Rowe Price Retirement Plan Services, and Christine Fahlund, a senior financial planner at T. Rowe, believe the industry should move away from the...

Retirees will need a significant amount of savings to cover their out-of-pocket health expenses, according to a new report released by the nonpartisan Employee Benefit Research Institute (EBRI).

Charles Schwab released a study today that found although active traders are feeling more optimistic, being properly hedged against risk is a concern for many.  

A survey of career women ages 45 to 70 earning $75,000-plus per year shows that they are highly confident about how to manage money, yet 62% fear they...

The Principal Financial Group found that the design of the employer match can be a powerful motivator for participants, even when the employer’s total contribution doesn’t change.

Federal regulators on Monday released a long-awaited rule to require more disclosures about target-date funds.

When it comes to their financial situation, workers seem to be taking a longer-term view – and one focused on retirement, according to a new report.