Data & Research

Some unlikely distribution firms have managed to step into the crisis and increase loyalty among affluent investors, according to Cogent Research.

Many people in the developed world say they do not understand financial planning and do not know where to turn for help with financial matters, according to a...

Research indicates that too many investment choices in a 401(k) plan may lead participants who are inexperienced investors to take on more risk than they would with fewer...

Despite hurdles such as volatile markets and the freezing of pension plans, industry representatives consulted by Diversified Investment Advisors say they are upbeat about the industry’s future over...

While only three in 10 of polled Boomers are working with a financial professional, those who are show more optimism about their finances.

A survey of asset managers from consulting firm FS Associates found continuing optimism amid the financial crisis.

Advisers cite independence, personalization, and financial success as their reasons for leaving established firms to go independent, according to Schwab Institutional research.

Actively managed funds will see increased competition for assets in retail portfolios, including the retirement income space, according to research from the Financial Research Corporation.

In a new report, Charles Schwab says there is a strong connection between a plan sponsor’s company match contribution formula and participant savings rates.

Research by the National Institute on Retirement Security (NIRS) suggests freezing a defined benefit pension plan might not reduce costs.

Many advisers have been the champions of phrases such as “stay the course″ and “weather the storm,″ but even advisers have a sinking confidence in the market, according...

Automatic enrollment of employees into defined contribution retirement plans has been adopted by a majority of surveyed plan sponsors, according to Mercer.

A survey found that participants appear to be responding to the economic and financial crisis by delaying retirement, saving less, and reallocating their retirement investments.

Much of the spending increases in the DCIO market are being directed at new sales force hires and marketing programs designed to support retirement plan advisers, according to...

A Fidelity Investments survey found that nearly half (45%) of Americans age 61 are planning to begin taking Social Security at 62, the first year that eligible recipients...

Many who have stopped contributing to their retirement plans have done so because of the financial crisis.

People have a lot on their minds of late.

Most advisers are telling clients to weather the storm, according to the latest Brinker Barometer.

Retirees do not spend their defined contribution (DC) balances immediately at retirement, but make thoughtful choices and use the proceeds prudently, according to a new study by the...

While plan fees remain a red-hot issue for plan sponsors, a relatively small number of sponsors say they are likely to switch to cheaper fund alternatives or move...