Data & Research

High net worth individuals are primarily concerned about the safety of their family, but they also have significant concerns about the protection of financial assets such as stocks,...

They say you get what you pay for – but maybe it just feels like you do.

As a result of a difference in their length of time in the workforce, women who were older than 50 in 2006 were much less likely to have...

They say you get what you pay for – but maybe it just feels that way.

Investors who add a variable annuity with a lifetime guaranteed minimum withdrawal benefit (GMWB) to a stock and bond retirement portfolio can enjoy pumped up income with less...

Affluent seniors over age 70 spend nearly three times as much of their online time on financial matters as those younger.

An analysis of about 50 plans in Vanguard’s recordkeeping system that have adopted automatic enrollment suggests it does improve participation rates, but deferral rates for those using automatic...

New research from Fidelity Investments suggests employees of non-profit organizations are not taking full advantage of their workplace retirement plan resources.

Democrats are frequently characterized as “tax and spend″ by those on the other side of the political spectrum.

New research from the Center for Retirement Research at Boston College (CRR) suggests the change in the retirement landscape from predominately defined benefit plans to mostly defined contribution...

How much money does it take to be considered rich?

A majority of employers have no intention of terminating their non-qualified executive retirement plans due to final Internal Revenue Code rules governing these arrangements, according to a survey...

Financial services firms rank the ability to acquire and retain clients as their number one business challenge in 2008, according to a survey by Cerulli Associates.

Santa Claus is coming to town – for about 34 microseconds.

When asked what issues would have the most significant impact on businesses in 2008, advisers are most concerned about market performance/volatility (58%), retiring Boomers (54%), and the real...

I went to see “I Am Legend″ over the weekend.

A new Lincoln Retirement Institute survey of Baby Boomers and retirees (age 42+) reveals the majority would like a retirement planning do-over.

A new federal report painted a somber picture of the retirement readiness of American teenagers, projecting that 36.8% of today’s 17-year-olds will reach retirement age with no retirement...

For the first time since 2004, respondents to the Mercer Workplace Survey said they are more worried about keeping up with monthly expenses than saving for retirement.

A nationwide survey indicates Baby Boomers from the Western U.S. have a markedly different outlook on their life, health, and money, than do boomers in other regions of...