In Practice

Independent registered investment advisers (RIAs) are much less optimistic about the economy than they were previously, says the latest Schwab Institutional survey.

Although the average U.S. household invests about 55% of its 401(k) or other defined contribution plan assets in stocks, many Americans are going to extremes when it comes...

A 65-year-old couple retiring in 2008 will need approximately $225,000 to cover medical costs in retirement, according to new Fidelity Investments data.

Working Americans’ confidence in their ability to retire comfortably declined significantly in the past year, according to the Ninth Annual Transamerica Retirement Survey.

The majority of retirement plan participants are not familiar with products that can provide them with a guaranteed income stream in retirement.

Three-quarters (77%) of 403(b) plan sponsors say it is very or somewhat important to get outside advice about what actions they must take to comply with new Pension...

More than half of Americans save less than 5% of their income, but the majority (57%) of Americans not yet retired still believe they are socking away enough...

More than half (57%) of wealth management clients are not advocates of their advisory firms, and over 40% do not consider their firm a "trusted adviser" to help...

Times may be tough, but it looks like Fido and Fluffy have nothing to worry about.

A new brief issued by the Center for Retirement Research at Boston College (CRR) argues that health care costs increase the percentage of households that will be ‘at...

A California executive compensation research firm says companies with publicly disclosed stock ownership policies for executives and directors saw sizable increases between 2005 and 2006.

Employee stock ownership plans (ESOP) and ESOP-like plans saw a significant increase in number and size in 2007 compared to a year earlier, according to estimates from the...

The least-expensive 529 plans available nationwide are offered by Ohio, Illinois, and North Carolina, according to Savingforcollege.com’s 529 Fee Comparison Study.

Seems like there’s a lot of monkey business going on at work.

Although 61% of Baby Boomers are spending less, the money they are saving is not going toward retirement.

Most retirees (95%) of retirees who work with financial advisers during the first two years of retirement to discuss spending find it valuable, but just one in five...

Many retirees have been finding that their expenses are higher than anticipated in retirement, according to a survey released by the U.S. division of Sun Life Financial Inc.

US Fiduciary, Inc. (USF) has rolled out a new pricing strategy for wirehouse advisory teams going independent.

Believe it or not, it actually rains less on weekends.

UBS Wealth Management Americas has announced plans to develop and grow its Corporate Employee Financial Services (CEFS) business.