Data & Research

Spectrem Group’s Millionaire Investor Index rose 8 points in March, returning to a mildly bearish stance.

Only two of America’s 10 favorite college basketball teams made it to the Final Four.

The latest update of the National Retirement Risk Index (NRRI) found that adding the impact of long-term care expenses means even more Americans will be at financial risk...

In times of life crisis, family finances might suffer significantly, according to a nationwide survey by AARP Financial Inc.

A survey by Milliman of leading U.S. variable annuity (VA) carriers revealed that about 96% of variable annuities offered include some form of a guaranteed living benefit (GLB).

The youngest members of the workforce would like more education and guidance about finances at work, according to a survey by Charles Schwab

More than a third of consultants said sponsors are planning to revisit the glide path of target-date funds, according to a survey by PIMCO.

Even after the recession ends, Americans said their spending will return to just 86% of pre-recession levels, according to a survey by AlixPartners, a global business-advisory firm.

The latest Fidelity Investments retiree medical expense estimate is that a 65-year-old couple retiring in 2009 will need approximately $240,000 to cover the cost of medical care –...

Almost three-fourths of polled Americans won’t be spending their tax refund for 2008.

The number of Generation Xers (ages 27 to 42) who are unprepared for retirement is dramatically on the rise, according to a study commissioned by Scottrade.

Just more than a third of U.S. employers responding to a recent survey said they have cut back or cut out their defined contribution plan match since January...

Plan sponsors and employees see some retirement concerns differently—including access to financial advice, a new study by MetLife suggested.

A survey by Nielsen found that only 28% of respondents were confident of the company that manages their investment or retirement accounts.

Contributions to 401(k) plans went up nearly 1% since 1988, according to the Employee Benefit Research Institute (EBRI).

Fidelity Investments research shows that the largest percentage of individual investors surveyed (32%) feel that their adviser or broker helped minimize investment loss during the past six months.

As March Madness officially gets underway tonight, odds are (no pun intended) you’ve had an opportunity (or two) to weigh in on the NCAA tournament.

A new survey by two workplace benefits groups found 74% of participating firms haven’t changed their 401(k) match.

Market depreciation is the top reason for clients’ retirement savings to be off-target, independent advisers reported.

A new survey finds less than a third of retirement plan fiduciaries report a clear chain of authority for their plan’s governance committee.