Data & Research

Research from Phoenix Companies found high-net-worth (HNW) consumers are altering their retirement plans in light of the financial crisis, but four in 10 are not talking to financial...

The fee-based revenue model for advisers shows cracks because of volatile markets, according to research from Cerulli Associates.

More than half (59%) of Americans responding to a survey by TD AMERITRADE said their top New Year’s resolution for 2009 was to either start or build up...

Data from more than 19,000 defined contribution (DC) plans recordkept at Fidelity investments showed participants “did not initially overreact″ to market volatility.

While the trend might only affect less than 1% of 401(k) participants, a spike in withdrawal requests and deferral rate decreases to zero percent should still be a...

403(b) plans are lagging in employee participation and plan features to incent participation, according to research from PLANSPONSOR.

Research from Corporate Insight graded do-it-yourself retirement-planning calculator tools offered by brokerage firms to assist investors.

Third-party distribution has gained share in both the retail and institutional marketplace since 2002—a trend Cerulli expects to continue.

A survey released Wednesday finds Americans with deep-seated fears about how the nation’s current economic turmoil will impact their retirement.

Less than a third of surveyed high-net-worth retirees said they changed advisers at the time of their retirement, according to a study commissioned by Securian Financial Group.

The October 2008 Issue Brief from the Employee Benefit Research Institute (EBRI) indicates that workers with lower educational attainment have lower levels of retirement plan participation.

The latest U.S. Treasury Department treatise on Social Security reform suggests increasing both the early and normal retirement ages would help encourage more Americans to stay in the...

A whopping 90% of advisers said market changes have increased their stress level, according to a study by Vestment Advisors and the Financial Planning Association.

More workers are rolling over retirement assets when they change jobs than in past years, according to a study by the Employee Benefit Research Institute (EBRI).

Whether you set a New Year’s resolution – or if you didn’t – you have a lot of company.

In the past year, retirees/pre-retirees with financial planners lost money at about the same rate as those without financial planners, according to a survey of Consumer Reports readers.

With recent market volatility, a concern that some participants are too aggressively invested in equities has been added to the ongoing concern that some participants are invested too...

Fiscal fitness, not physical fitness, is a slightly higher priority for younger adults than for older adults, according to a survey commissioned by Union Bank.

Three independent broker/dealers (IBDs) control an overwhelming share of managed account assets in the independent channel, according to data from Cerulli Associates.

A new study suggests that changes in Social Security rules have influenced retirement and working patterns.