The percentage of investors that own exchange-traded funds (ETFs) has increased, while the percentage owning mutual funds has decreased over the past four years, according to a recent Cogent Research...
The "mass affluent," Americans between ages 35-54 years old with $50,000-$250,000 of investable assets, show a noteworthy lack of confidence in financial well-being.
The SPARK Institute released a draft of updates it intends to make regarding information-sharing best practices for 403(b) plans and has asked for comments.
An Employee Benefit Research Institute (EBRI) study finds some Americans who were on track for a comfortable retirement are now at risk of running short because of the...
Retirement plan sponsors report that client service has now become one of their top reasons for choosing a new plan provider, according to a survey by Anova Consulting...
Plan sponsors have begun to see securities lending as an investment product with risks and rewards like another other, according to a report from Finadium.
Older investors’ trust in financial services institutions and advisers appears to have dropped to a new low, according to research from Hearts & Wallets.
A BNY Mellon/Finadium study found many retirement plan sponsors are reducing the benefits they offer or looking to rebalance funding between employers and employees.
An SEI Advisor Network survey found nearly one-third (30%) of advisers said they are "optimistic" heading into 2011; however, only 3% of advisers said their clients felt the same.
The Internal Revenue Service’s “Saver’s Credit” is available to low-to-middle income workers who are saving for retirement, yet very few workers who may be eligible know it exists.
Ninety-four percent of Americans are hoping to manage their money better this year, according to an ING survey. This is slightly higher than the global average; 89% of...
The vast majority of households surveyed by the Insured Retirement Institute and Cerulli Associates say they are unfamiliar with annuities or have no opinion of them at all,...