Data & Research

The J.D. Power and Associates 2008 Financial Advisor Satisfaction Survey found that a firm’s performance was the key driver of satisfaction among employee advisers.

A growing number of small businesses are feeling the stress of the tough economy, leading many to cut back on retirement savings or raid their accounts, according to...

More than 60% of global institutional investors, large companies, and pension funds think the government bailout would have a good chance of restoring stability to financial markets, according...

The Profit Sharing/401k Council of America’s (PSCA) survey of profit-sharing and 401(k) plans provides evidence of the link between automatic enrollment and higher plan participation rates.

The year-old 403(b) regulations from the Internal Revenue Service have had a more profound impact on health care employers’ retirement plan designs than the Pension Protection Act (PPA).

Research from Cerulli Associates said a large chunk of new sales by asset managers last year was influenced by a broker/dealer professional buyer.

Fidelity leads among top sites for financial intermediaries, according to a study by asset management consultant kasina.

A recent online survey from Disney Family.com found that 91% of parents said the U.S. economy is an extremely/very important issue for their families.

Goldman Sachs Asset Management takes the gold for the best asset management Web site, according to a new study.

Many single women are ill-prepared and unlikely to achieve a financially secure retirement if they don’t take action now, according to the Ninth Annual Transamerica Retirement Survey.

The American Bankers Association (ABA), in a letter to the Department of Labor (DoL), expressed its concern over the implications of the agency’s recently proposed fee disclosure rules...

An analysis of new Census Bureau data by the Congressional Research Service (CRS) confirms earlier theories that Americans will work longer than in previous generations - either by...

Almost a third of plan sponsors don’t know how much they pay their adviser or consultant.

When it comes to reaching out to advisers, asset managers need to stop attempting the one-size-fits-all approach, according to a study by asset management consulting firm kasina.

Total assets in individual retirement accounts (IRAs) grew 12.5% in 2007, reaching a record $4.75 trillion, according to a study released Thursday by the Employee Benefit Research Institute...

Fifty-three percent of Americans over the age of 60 say today’s economic conditions are worse than those they have experienced in the past.

More workers and retirees are losing sleep over their long-term financial security than lasts year, according to the latest Principal Financial Well-Being Index.

A third of workers are not participating in a retirement plan.

Millionaires in Generation X seem more philanthropic than their parents.

New research says rapid growth in unified managed accounts (UMAs) will be stinted if the need for industry standardization and automation isn’t addressed.