In Practice

A new cut of the Fidelity RIA Benchmarking Study shows many in firm leadership positions struggle to understand and articulate practice value. 

Money issues are sensitive, especially for couples.

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

Any discussion about improving lifelong financial security should include discussions about managing student loan debt, researchers conclude.

“If anyone were ever poised to invest with confidence, it’s the black community,” says Mellody Hobson, president of Ariel Investments.

Over the last decade, financial advisers have been moving from commission- to fee-based models.

Is it realistic to expect that older individuals will be able to work longer?

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.

Help with student loans joins retirement, health and vacation benefits as a priority.

Employer retirement and health care benefits have less influence on employees’ retirement decisions.

Ongoing withdrawals from savings could jeopardize people’s future, LIMRA says.

What are the winning questions that help you winnow candidates, and what are your favorite practices?

With only a little more than a third of the working population able to live comfortably while saving for retirement, it’s clear advisers would benefit from a strengthening...

It may be time to revisit standard income replacement rates, says a research paper.

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...

Couples have the advantage of relying on each other in the face of medical challenges.

The Pension Protection Act ranked as a top influence on defined contribution plan management in a recent survey.

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

Many independent advisory shop owners hope to retire by the early 2020s, spelling serious opportunity for large advisory networks with the resources and vision to make selective acquisitions.