In Practice

“Given so many Baby Boomers are retiring or preparing for retirement, it is not surprising that advisers are seeing more of their business dominated by the needs of...

That’s also an indication that they outperformed their category group.

The adviser community is yet to embrace new defined contribution options that contain income features.

David Walker, former head of the Government Accountability Office, called on the retirement industry to work alongside government and community leaders to build a better financial future for...

A survey found that employees are confused about benefits including group retirement plans, but retirement is their most important financial goal and they would like help from a...

A little more than six in 10 CFA charter holders say they have some familiarity with automated financial advice tools, “implying a fairly high level of awareness overall.”

The vast majority of employees saving for retirement say their financial decisions are most impacted by family and friends, according to the International Foundation of Employee Benefit Plans. 

In addition, the average balance for people who have been in their 401(k) continuously for 10 years increased 2% year-over-year, according to Fidelity data.

Twenty percent report feeling extremely stressed.

And of those who think they pay for these products, many have no idea how much.

Covering health care costs is their second-biggest concern.

The firm has issued a white paper in honor of the 10-year anniversary of the PPA.

The way retirement plan participants are communicated with drives higher trust levels.

The younger generation wants help with financial planning and investing, but tends to rely on friends and family for advice rather than working with an adviser.

Given how prone the Labor Secretary and other DOL officials are to cite severe negative impacts of conflicted retirement advice on average Americans, some advisers are surprised (and...

The levels of high satisfaction in retirement started to drop in 2004, a study finds.

Nearly two-thirds of 403(b) plan sponsors engage an adviser or consultant, and survey results suggest that this number could be on the rise, a Cerulli report says.

However, they are looking to keep group benefits costs down.

But their definition of what it means has dramatically changed to focus on family and security.

Fewer military members contributed to retirement accounts last year, but working with an adviser improved outcomes.