Tag: Advice

Most pre-retirees and retirees surveyed said they would not have been as financially successful without a formal written retirement plan.

More affluent Baby Boomers and current retirees say they have less trouble sticking to a long-term investment strategy to fund their golden years.

It is an important fact for retirement specialist advisers to keep in mind as they find and serve new clients—almost everyone feels stressed about money and finances during...

Seventy percent of those working with an adviser are on track or even ahead.

The Bipartisan Budget Act of 2015 introduced changes to Social Security regulations that limit households’ ability to use certain claiming strategies.

The next most common resource is their financial adviser, a John Hancock survey finds.

Driven both by employer paternalism and pragmatism, financial wellness programs are rapidly expanding among U.S. companies, according to Aon Hewitt. 

A long-term financial plan must take into account financial bumps along the way.

On a scale of zero to 150, the score lets people know how well prepared they are for retirement.

Forty-five percent can meet these expenses, up from 38% two years ago, Fidelity says.

Lincoln Financial survey probes Americans attitudes toward money and saving.

Mobile application development figured largely throughout the year.

There are actions plan advisers and their sponsor clients can take to help participants focus on budgeting and saving. 

Women plan participants and investors face special challenges.

Retirement plan advisers are beginning to consider financial literacy and wellness programs for plan participants.

The ultimate insurance for some Baby Boomers might be a legacy, which is used to avoid running out of money in retirement.

Software developer NextCapital Group finds new support for developing digital portfolio management and advice delivery tools, in the form of Series B financing worth $16 million. 

Did you ever think so much controversy and confusion could be tied into one little word? 

A third of participants age 35 to 49 say they are planning to depend less on financial advisers in the years ahead.

In the end, none of the various proposals moving in Congress around the omnibus appropriation budget deal regarding the fiduciary rule were included.