Data & Research

Tech-savvy advisers might appreciate if asset management Web sites stepped up their game, according to a study by kasina asset management consultancy.

Americans have no trouble admitting they are lackluster savers, but that doesn’t seem to motivate them to stock away more of their income, a new survey found.

Looks like Jacobs and Emilys are going to have a lot of company on the playground, according to an annual report of most popular baby names.

Adding guaranteed income to a qualified default investment alternative (QDIA) can generate higher income levels in retirement, a study to be released Friday by Genworth Financial said.

Results of a new survey released by AARP indicates some Baby Boomers are delaying retirement and taking premature withdrawals from their retirement savings as a result of the...

While the current state of the economy and market is taking a toll on Americans’ finances, a new study from ING finds other factors would hurt individual’s finances...

Although ownership and assets in both 401(k)-type retirement plans and individual retirement accounts (IRAs) have risen, the majority of Americans still do not have a retirement plan, said...

Medical firms make up more than a quarter of employers offering cash balance plans, according to a new plan census by an Encino, a California-based cash balance consultant.

The percentage of Americans who say they will be able to live comfortably in retirement fell to 46% from 53% a year ago, a Gallup poll found.

A report found that 69% of participants have 401(k) portfolios with inappropriate risk and/or diversification.

The SPARK Institute released final versions of its "Best Practices for 403(b) Plans" and a sample Information Sharing Agreement (ISA).

Forty percent of high-net-worth individuals are concerned with the risk of not being able to live comfortably on their available level of income in retirement, said a survey...

One in four affluent Baby Boomers is changing his retirement plan and 40% are downsizing their lifestyles in response to the economic downturn, according to Bell Investment Advisors...

Financial advisers are optimistic about both their business and the economy, yet think the priority of the next president should be bolstering the weak economy.

Fewer young advisers are entering the field, and those that do are more interested in less traditional, sales-based routes.

When home equity and government assistance are taken out of the picture, the snapshot for retirement looks much bleaker, according to a new study from Barclays Global Investors...

The use of independent advisers by millionaires has grown, with 26% of millionaires now working with such advisers, compared to 22% last year, according to a survey by...

Three-quarters of employers in a recent survey said they offer retirement or financial planning to their employees or savings plan participants.

Although a majority of Americans are saving for their retirement, more than one-quarter are not, according to a new survey.

Eighty percent of investment consultants expect to increase their defined contribution (DC) business in the wake of the pension fund crisis, according to Cerulli’s 2007 survey of investment...