Data & Research
Americans Report Economic Concerns
A Bloomberg National Poll found that more than seven out of 10 Americans (71%) believe the economy is stuck in recession, and another 13% expect a backslide from...
Rich Americans Could Also Deplete Retirement Nest Egg
Some 64% of Americans in the two lowest pre-retirement income levels will be running short of money after 10 years in retirement, a new study found.
Americans Cite Obstacles to Savings Goals
The American Express Spending & Saving Tracker finds that consumers’ savings goal for the year has decreased since the beginning of the year, down to an average $12,000 from $14,000...
Investors Move out of U.S., into Emerging Markets
A BofA Merrill Lynch survey reports major changes in investor sentiment for the global economy and corporate earnings.
Survey Reveals "Must-Have" Technologies
The results of a recent survey of financial advisers reveal the "must-have" technologies for running a more efficient and profitable advisory business.
401(k) Participants not as Knowledgeable as Employers Think
A new survey reveals that 401(k) participants don’t know as much about plan fees and investing as employers think they do.
Research Shows Retirement Income Adequacy Lacking at Large Firms
A study of 84 large employers from Hewitt Associates finds that employees who contribute to their savings plans over a full career are on track to have retirement...
UBS Enhances Wealth Management Americas Research with Richard Bernstein Advisors LLC
UBS Wealth Management Americas has entered into a strategic partnership with Richard Bernstein Advisors.
Money Can’t Buy Happiness (but it can help)
Recent research reveals that while life satisfaction usually rises with income, day-to-day happiness comes from other things.
Informa Research Services Releases 2010 U.S. Consumer Wealth Study
Informa Research Services has released a report that examines U.S. household asset allocation and preferences.
Participants Prize Retirement Plans – More
More than half of 401(k) retirement savings plan participants report that their plan has become more important to them since the financial crisis of 2008.
Allianz Creates Behavioral Finance Think Tank
Allianz Global Investors has created the Allianz Global Investors Center for Behavioral Finance and hired behavioral finance expert Shlomo Benartzi of UCLA as chief behavioral economist.
Study Says 'Accumulators' Overlooked, Underserved
A new study suggests that many providers are effectively ignoring their own counsel about targeting products, messaging, and communication approaches to distinct demographic segments.
New Asset Management Target Market: 28 to 64?
The next target market for financial services firms should be those ages 28 to 64 who are intent on accumulating wealth for their future, which may include...
Retirement Plan Assets Concentrated in Higher Income Families
Individual account retirement plan assets are concentrated in families with higher net worth, higher family income, higher educational attainment, with older family heads, and with white non-Hispanic heads,...
Sponsors Cautious about Enhancing Retirement Benefits
The 11th Annual Transamerica Retirement Survey found that despite their optimism about the economy, most companies continue to be reluctant to make significant changes to their retirement plans...
Study Finds Adviser Gender Gap
The “Gender Gap” is still alive and well among financial advisers, according to a new study.
Specialized Advice a Top Priority for Wealthy Investors
June 22, 2010 – In spite of stock market rebounds and emerging signs of recovery in various economic indicators, wealthy investors have not rushed to chase performance or...
Outliving Savings Feared More Than Death
Nearly two-thirds of Baby Boomers fear outliving their money in retirement more than death, according to a new survey.