In Practice

The traditional view is that retirees prefer steady consumption as they age, but research suggests that spending declines as retirement progresses.

New capital markets research from Wilmington Trust assesses a trend seen in the global economy, where the number of job openings far outpaces the number of available workers,...

Many firms that have acquired established retirement plan advisory practices primarily focus on wealth management or insurance, underscoring their interest in more diversified service models and in accessing...

While surveys find many Americans are not making New Year’s resolutions, those who do are succeeding in making positive financial...

Fidelity research shows nearly every month in 2021 has seen several highly recognizable adviser industry names join the ranks of sellers, with November being no exception.

Nonetheless, economic uncertainty and market volatility continue to be top concerns when it comes to business owners achieving their financial goals.

A new survey shows workers’ ability to maintain or regain financial control after a serious, unexpected health event appears difficult—if...

Industry leaders say there is simply no question that the events of the past two years have caused a fundamental rethinking within the industry regarding the importance of...

Though the number of older employees leaving the workforce has increased, those who report they are choosing to retire has remained steady.

The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.

Two-thirds of Black and Hispanic respondents to a Society of Actuaries survey said if they are changing or considering changing...

As employers feel increasingly responsible for helping participants with financial wellness, equity compensation is being viewed differently.

With so many Americans having gone through tough times over the past two years, a new study looks at how this has affected their financial well-being and sense...

A new year is starting in less than a month, and with it will come new challenges and opportunities across a changing defined contribution plan landscape.

Older generations are more frequently seeking help with cash and debt management.

With the year winding down, LPL Financial’s chief market strategist reflects on what investors have been grateful for over the past 11 months, from the strong U.S. consumer...

The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions...

A survey also found nearly half of employees prefer to have a mix of investments and lifetime income over either traditional pensions or investments alone.

Many companies are focused on attracting talent to prepare for the post-COVID-19 economy, but there is also an urgency to address the needs of their older workers and...

Considering low bond yields and high stock valuations, Morningstar re-examined the traditional 4% withdrawal rule.