In Practice

Retired and non-retired investors equally confident, a Wells Fargo/Gallup survey finds.

Unconfirmed assumptions often appear to underlie a reluctance to retire.

The funds need broader asset allocation and open architecture, according to the investment firm.

More younger savers have increased their retirement contribution in the past year.

Deep thinking about work flows and client segmentation is needed to surpass the $100 million mark in assets under advisement.

Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.

A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.

Only 7% of plan sponsors answering a J.P. Morgan survey have previously conducted a re-enrollment.

Financial wellness may be retirement’s next frontier, with heightened focus and greater interest in bringing programs to the workplace.

In the event of a divorce or death, they could lose clients’ business.

It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs.

Jefferson National’s first annual Advisor Authority Study delves into adviser forecasts on their practices and marketing strategies.

The proposals include universal retirement accounts and a change to the treatment of tax incentives.

Just how much they would help depends on several factors, EBRI finds.

A poll of investment managers suggests “expertise,” “investment returns,” “thought leadership,” and “clearly articulated firm positioning” are each critical to a strong investment advisory brand.

Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.

Strategic Insight research reveals traditional broker/dealers are slowly losing dominance in the adviser-sold investment marketplace.

Hispanic workers polled by MassMutual revealed a concerning lack of knowledge about Social Security.

What can retirement planners in the U.S. learn from other countries’ steps to support populations quickly skewing older?

Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.