In Practice

Less than a quarter know the basics about finances.

The latest results of the Fidelity Advisor Investment Pulse survey show advisers continue to focus on implementation of new fiduciary controls across different elements of their practices.

“About 45% of households believe the financial advice they receive is free, or they are unsure whether they pay for financial advice, but there are several forces driving...

The average balance rose by $4,300 in 2016.

In the latest annual update of its retiree health savings analysis, EBRI found that the range of retiree health savings targets rose between 0% and 6% between 2015...

Conventional thinking about product packaging and distribution just won’t cut it in tomorrow’s retirement advisory industry. 

Employees who retire with strong retiree benefits are happy retirees, but those who leave because they feel disengaged regret when they retired and worry about not having enough...

Even though more than half of Americans don’t know the difference between a fiduciary financial adviser and one who isn’t, the majority believes it’s important for advisers to...

Experts in several discussions this week suggested organic market factors could take the place of DOL rulemaking that under the Obama Administration sought to raise the conflict of...

Maturing Millennials report feeling very optimistic about retirement readiness, career growth, and financial security; meanwhile, advice-seeking Baby Boomers have much lower expectations.

Retirement industry executives overseeing one of the largest recordkeeping businesses around say they are optimistic for the future of DC retirement planning, whatever policies emerge from Washington. 

Advisers are “keenly aware of their clients’ moods and recognize that there are no ‘one size fits all’ retirement plans in the face of an unpredictable future,” research...

While market volatility and geopolitical events are major concerns for advisers, a new study suggests most aren’t utilizing strategies that can address these issues, such as strategic beta.

Women must save more than men to build an equivalent nest egg, NerdWallet finds.

Higher growth in account balances was found among consistent IRA owners.

“If interest rates continue to climb, the funded ratio could make some major gains,” says Zorast Wadia, at Milliman.

Concerns expressed in a survey included fiduciary exposure, high costs and operational hurdles such as recordkeeping issues, among other things.

Also, the Spectrem survey reports it’s the first-time investors regularly utilizing the technology instead of employing human advisers. 

The Investment Company Institute is making the case that individual retirement accounts are an integral part of America’s retirement savings system.

Nearly one-third of investors globally say they would switch to Google, Amazon or Facebook for banking, insurance and financial advisory services.