In Practice

If you are thinking about practice valuation, consider some steps to get it into the best shape possible for the highest valuation.

Learning about fiduciary best practices can help financial advisers build client trust and raise assets, according to a survey by fi360.

A strong majority of companies with 401(k) plans have adopted automatic enrollment and other steps to ensure workers receive the full employer matching contribution, according to Aon Hewitt.

A majority of Americans surveyed admit that saving for retirement is not their top priority.

Nearly nine in 10 households oppose any action by the government taking away the tax advantages of DC retirement accounts.

Advisers should look to Millennials—even those who haven’t yet become wealthy—as the next promising and uncrowded market, a survey by TD Ameritrade says.

Baby Boomers will be pleased to know that cognitive aging does not necessarily hamper financial decision-making, a study says.

PLANADVISER announced today the winners of the second annual Advisers’ Choice Awards, to be handed out at its annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner. The event will be...

About one in 10 plan sponsors replaced their target-date fund/balanced fund manager in 2014.

Hispanics work harder to secure their financial futures, compared to the general population, according to a MassMutual survey.

Unlike established retirement plans with hundreds or thousands of participants, startup plans at small businesses are often at risk of folding because of weak participation.

An increasing number of employers are broadening the types of financial and retirement planning resources they offer employees.

Non-traditional families living with additional members in their households report a positive living situation, but feel financially burdened, according to a study by Allianz.

Retirement plan participants say they want their retirement benefit statements to include an estimate of lifetime income.

Make it simple. Avoid jargon and complex graphics. And remind participants of the benefit they’ll receive—or give up—by participating in a workplace-based retirement plan.

Recent research supports the argument against investors reacting to every market turn and for solutions that...

The American Academy of Actuaries evaluated how well public and private retirement systems—and proposals to reform them—meet the needs of participants, sponsors and other stakeholders.

Consulting firm Mercer predicts advisers across retirement and wealth management channels will face some common challenges in 2015 as a lower-return environment takes hold.

A new career planning website from the CFP Board is designed to support both employers and job seekers in the financial advisory industry.

As individuals often lose employer-provided insurance benefits when they retire, it is important to consider what insurance is needed so they can retire comfortably and confidently.