Most Americans Lack Basic Social Security Knowledge: MassMutual Survey
MassMutual gave 1,513 Americans a 10-question, true-or-false Social Security quiz. Only one got every answer right.
Many Americans Clueless on How to Spend Retirement Savings
More than half of retirement savers in a survey had no plan for how to access and stretch their money once they retired.
Closing the Investor-Manager Gap on Hedge Fund Transparency
Hedge fund managers have worked to meet demands for transparency without betraying their proprietary strategies to competitors, but investors say they're falling short.
Many Investors Expecting Double-Digit Returns Prefer Lower-Risk Investments
Individual savers are feeling increasingly confident and want to invest more, but many have an unrealistic view on how their assets will perform, a Schroders survey found.
Retail Investors Still Bullish, for Now
The gap is narrowing between the bulls and the bears, E-Trade Financial’s quarterly tracking study finds.
What Your Clients’ Personalities Say About Their Portfolios
Contemporary psychologists believe there are five basic dimensions of the human personality. These traits can influence financial behavior and investing patterns, a study found.
Advisors, Staffers Unhappy With Pay: FPA Study
Only about a quarter of advisory firm employees are satisfied with their pay, and about a quarter plan to change jobs soon, the study found.
Fin Tech Innovations More Trusted Than Industry as a Whole: Edelman
The financial services industry is the only example where an industry is more trusted to implement a specific innovation than it is as an industry as a whole.
Easing Millennials’ Investing Fears: Northwestern Mutual
Advisor Chantel Bonneau, a millennial herself, talks about Northwestern Mutual's recent study and how to boost the investing confidence of younger clients.
6 Predictions for Markets, Industry in 2015: CFA Institute
Late last year, the CFA Institute surveyed members about what 2015 held for markets and the industry. Here's how their predictions are playing out.