In Practice

Research from TIAA-CREF finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and...

A new paper suggests that favorable assessments of aggregate retirement readiness in the United States often rely on untested assumptions.

Nearly 40 million working-age households, or about 45% of all working-age U.S. households, do not own any retirement account assets.

Financial advisers are not adequately preparing to deliver advanced digital capabilities to meet the expectations of younger generations of investors, according to Aite Group research.

Adding a financial wellness program can cut plan costs and reduce a plan sponsors’ fiduciary risk. 

Less than a quarter of wirehouse advisers control nearly half of all traditionally advised assets, says Cerulli Associates in a new report. 

Baby Boomers who have cut the apron strings for their adult kids are twice as likely to be retired than ones who haven’t, a survey finds.

An updated Allianz LoveFamilyMoney Study finds women are discussing money more openly than in the past, but they still have unequal influence on family finances compared with men.

More than half of Millennials (63%) started saving for retirement before age 25, but less than one-third are saving enough, according to a survey.

Seven in 10 U.S. investors with more than $100,000 in accumulated assets said they are not confident or are unsure they will have enough saved to fund a...

The drop in oil prices is a budget boon and could be responsible for the 21-point rise in Wells Fargo’s Investor and Retirement Optimism Index.

A study finds about half of parents are willing to delay retirement or dip into retirement savings to pay for children’s education.

Emerging affluent investors are projected to attain, and potentially exceed, millionaire status, presenting opportunity for advisers.

Group pension buy-out sales saw a 120% increase, reaching $8.5 billion in 2014, compared to the $3.8 billion total in 2013.

It’s a common research finding that men, on average, have more saved for retirement than women, but new BlackRock research has identified a core of “smart savers” bucking...

A trend toward working longer seen in the 1980s and '90s has stabilized.

Employer financial wellness programs may include education about budgeting and paying down debt, but they should also help employees protect themselves against some key financial risks.

Holistic financial education can help different generations in the workforce address their unique vulnerabilities that can derail plans for retirement.

New research from the National Institute on Retirement Security finds nearly nine in 10 Americans believe the nation faces a serious retirement readiness crisis.

Retirement readiness is the loser when participants take distributions before retirement, says BMO Retirement Services in a white paper.