In Practice

If clients have a safety net of one to five years of retirement income, they wouldn’t be worried in this environment, according to CNBC’s resident retirement expert.

A new white paper helps advisers ensure their clients' retirement plans are safe from the declining housing market.

Goldman Sachs Asset Management takes the gold for the best asset management Web site, according to a new study.

Many single women are ill-prepared and unlikely to achieve a financially secure retirement if they don’t take action now, according to the Ninth Annual Transamerica Retirement Survey.

The American Bankers Association (ABA), in a letter to the Department of Labor (DoL), expressed its concern over the implications of the agency’s recently proposed fee disclosure rules...

An analysis of new Census Bureau data by the Congressional Research Service (CRS) confirms earlier theories that Americans will work longer than in previous generations - either by...

According to a new survey, nearly one in 10 plan sponsors still believes that they pay no fees for their retirement plan.

Almost a third of plan sponsors don’t know how much they pay their adviser or consultant.

When it comes to reaching out to advisers, asset managers need to stop attempting the one-size-fits-all approach, according to a study by asset management consulting firm kasina.

Total assets in individual retirement accounts (IRAs) grew 12.5% in 2007, reaching a record $4.75 trillion, according to a study released Thursday by the Employee Benefit Research Institute...

Fifty-three percent of Americans over the age of 60 say today’s economic conditions are worse than those they have experienced in the past.

The best retirement plan advisers will be recognized through the fourth annual Retirement Plan Adviser and Adviser Team of the Year award.

More workers and retirees are losing sleep over their long-term financial security than lasts year, according to the latest Principal Financial Well-Being Index.

Over the past several weeks, I’ve received a dozen different inquiries from providers and advisers, all wanting to know if we’re seeing any pickup in provider changes.

Many sales assistants offer their advisers a versatile and valuable business partner, and research shows assistants are interested in expanding beyond their traditional administrative role.

A third of workers are not participating in a retirement plan.

Younger workers are aware of the importance of saving for retirement, but it just seems so far away, they say as they cash out their 401(k)s.

Millionaires in Generation X seem more philanthropic than their parents.

New research says rapid growth in unified managed accounts (UMAs) will be stinted if the need for industry standardization and automation isn’t addressed.

Financial intermediaries are continuing to adapt their business to meet the evolving needs of sponsors when it comes to qualified default investment alternatives (QDIAs).