Data & Research

Cerulli estimates that the U.S. has lost about 3,000 financial advisers in the last few years.

Affluent men hope to teach their offspring about money matters and inheritance, according to a survey by a wealth management firm.

Another estimate from Fidelity Investments adds to the financial resources individuals need to save for retirement.

Those looking to improve their health and happiness may want to review their portfolio before revving up the treadmill.

Fifty-nine percent of pre-retirees are seeking financial advice on 401(k)s, retirement savings, and long-term care insurance, according to a MetLife study.

When deciding how of their income to defer into a retirement plan, participants’ decision varies based on the influence of outside sources, plan design features, demographics, and their...

Although the Internet is the first place they tend to start their search, women said advisers and other human sources are the most effective way to absorb financial...

They may not be cheerfully optimistic, but most workers feel they’ll be able to at least “get by″ in retirement.

Three out of four advisers have observed heightened fiduciary concerns from plan sponsors since last year, according to a survey by Putnam Investments.

Many full-time workers in developing and mature economies, not just the U.S., have taken few or no steps to plan for retirement.

A new survey indicates that the Baby Boomers who continue to work past retirement age are not only seeking income, but also social impact and personal meaning.

Rates of return for defined benefit (DB) pension plans outpaced those for employee-directed 401(k) plans over the last decade, according to an analysis by Watson Wyatt Worldwide.

Morningstar found that mutual fund managers commonly shop outside their own funds.

For the first time since their creation, open-end mutual fund launches were eclipsed by the combined introductions of ETFs, closed-end funds, and variable annuities in 2007.

Although more affluent investors are choosing to work in retirement to supplement their income, few are choosing to meet more often with their adviser, a study by Cogent...

Nearly eight in 10 (78%) employers surveyed by Fidelity Investments already offer a QDIA, with most (63%) holding lifecycle funds as the QDIA.

The risk of outliving savings in retirement is now a little greater as preliminary data for 2006 shows that life expectancy hit another record high.

Even in tough markets, advisers resist client urges to move assets, according to the most recent SEI Advisor Network Quick Poll.

Ultra-high-net-worth business owners might have succession and estate plans, but fail to implement or update them, a study says.

Baby Boomers are failing to follow the retirement planning disciplines that enabled their parents to achieve a satisfying retirement, according to a new study by NAVA, the Association...