Data & Research

Boomers who will turn 65 between 2024 and 2030 are not set up to maintain their current lifestyle, according to...

New Ameriprise research finds couples share trust and values around retirement goals, but often fail to follow through on planning.

Strong equity markets and stable interest rates have contributed to boosting funding surpluses. 

Allianz Life, Equitable and MassMutual all report persistent financial stress on Americans due to inflation.   

Morningstar researchers delve into the promise, and difficulties, of target-date series investment options with annuities.

J.D. Power finds self-directed investors’ satisfaction is almost flat year-over-year despite robust markets; Fidelity, TD Ameritrade and Vanguard top satisfaction...

Northwestern Mutual finds Americans now target $1.46 million for retirement, while a separate Lincoln Financial study shows inflation as consumers’...

The Broadridge Fund Brand 50 report shows the influence of brand on third-party fund selection.

Financial assets of the two generations have grown to almost $6 trillion in 2022 from $2 trillion in 2019.

Even when accounting for salary and tenure, the gap still exists.

Recent EBRI data reveal a rising average in health savings account balances, despite employees frequently using them for short-term spending.

A YCharts survey studied how to attract and retain new clients, noting respondents’ preference for extensive communication.

Although Millennials are somewhat confident about having enough retirement savings, a significant number experience 'money dysmorphia,' according to new research. 

Two out of every five Americans are postponing health care needs due to cost concerns, according to a survey commissioned...

Research from Corebridge and the Longevity Project find half of Americans want to live to 100, even as financial anxieties...

On the other side of the equation, plan loans were up 12% year-over-year, and hardship withdrawals increased modestly.

J.P. Morgan’s 2024 Guide to Retirement reveals how gender, sexual orientation and relationship status correlate with longevity. 

The drop among the traditional group of 21 companies comes after two years of gains, according to Russell Investments.

Only one-quarter of advisers even have access to alts, according to Fidelity.

The Saver’s Match will replace the Saver’s Credit in 2027, making it a direct government matching contribution into an IRA...