Data and Research

March 31, 2017

Retirement View Differs by Generation

LIMRA Secure Retirement Institute finds Millennial men have the highest expectations for their retirement lifestyle and are confident in achieving them.

March 29, 2017

Investors Don’t Trust Advisers Easily

Younger cohorts are far more likely than their older peers to express hesitation and cynicism about the choices their advisers make on their behalf and are more likely to “wish for advice they can trust,” according to a new survey from Scottrade. 

March 28, 2017

Patience Needed With Financial Education Programs

A study found programs running for at least 10 years are more successful than those that have only been carried out for one to two years, and suggests this may be because employers analyze the success of these programs and adapt it as they see fit.

March 21, 2017

Retirement Confidence Doesn’t Match Planning

Just four in 10 workers report they and/or their spouse have ever tried to calculate how much money they will need to have saved to live comfortably in retirement, and fewer have taken other steps to prepare.