Less than a third of surveyed high-net-worth retirees said they changed advisers at the time of their retirement, according to a study commissioned by Securian Financial Group.
The October 2008 Issue Brief from the Employee Benefit Research Institute (EBRI) indicates that workers with lower educational attainment have lower levels of retirement plan participation.
The latest U.S. Treasury Department treatise on Social Security reform suggests increasing both the early and normal retirement ages would help encourage more Americans to stay in the...
A whopping 90% of advisers said market changes have increased their stress level, according to a study by Vestment Advisors and the Financial Planning Association.
More workers are rolling over retirement assets when they change jobs than in past years, according to a study by the Employee Benefit Research Institute (EBRI).
In the past year, retirees/pre-retirees with financial planners lost money at about the same rate as those without financial planners, according to a survey of Consumer Reports readers.
With recent market volatility, a concern that some participants are too aggressively invested in equities has been added to the ongoing concern that some participants are invested too...
Fiscal fitness, not physical fitness, is a slightly higher priority for younger adults than for older adults, according to a survey commissioned by Union Bank.
Three independent broker/dealers (IBDs) control an overwhelming share of managed account assets in the independent channel, according to data from Cerulli Associates.