Data & Research

The Retirement Security Project proposes a trial period of automatic enrollment into lifetime income vehicles for 401(k) participants at retirement.

The latest data from the Principal Financial Well-Being Index indicate that a scant 3% of workers have cut back on retirement savings contributions in response to rising prices...

Almost one-third of affluent Boomers cite investments outside their retirement plan as the main funding source for retirement, a survey from Bell Investments found.

Retirees are least satisfied with advice on how to draw down their savings without draining it, a Nationwide survey said.

Employer-sponsored IRAs may sound like a good idea for workers without traditional retirement savings programs, but a new study says that federal regulators can’t evaluate the option effectively...

Retirees and pre-retirees lack confidence in making their retirement money last, and only one-fifth have discussed spending in retirement with a financial adviser.

Financial service employees are not more on track with their retirement savings than other people, a study from MetLife found.

Social Security analysis is not accurately portraying when people retire, says a brief by the Center for Retirement Research (CRR) at Boston College.

In a recent survey, financial planning students said they prefer boutique firms.

American Funds and Fidelity are at the top of the asset manager list with registered investment advisers (RIAs).

Broker/dealers are projected to double in size over the next five years and must refine and improve their operations in order to continue success.

A majority of affluent investors, especially those that work with an adviser, do not think their fees are too high, a study from Spectrem Group found.

A new report says target-date investments of the future are likely to be offered in “multiple flavors″ according to the participant’s risk tolerance.

If you’re looking for a new angle on investments, you might want to pay attention to their politics.

Sales of mutual funds continue to move away from the long-established model of paying intermediaries point-of-sale commissions.

AssetMark was the number one rated asset management firm for focusing on advisers, in a recent survey of adviser attitudes toward firms in their client portfolios.

The population of affluent Americans now makes up the top 19% of American households, according to a study by Nielsen Company.

A new study from the Society of Actuaries (SOA) finds inflation is the top retirement concern for retirees as well as Baby Boomers nearing retirement.

While recognizing a significant year-over-year uptick in defined contribution participants taking hardship withdrawals, a new Vanguard Group research report said the trend occurred in only a fraction of...

Last week, AARP published a report on how economic worries are impacting Americans.