In Practice

Inability to repay student loans may affect the financial security of a small percentage of retirees, according to a report by the Government Accountability Office (GAO). 

Financial advisers looking to purchase or merge with another practice must implement some key best practices to ensure the acquisition is successful, according to NFP Advisor Services.

The emergence of digital technology and increasingly connected investors has the potential to unsettle the dynamics of the financial advice industry, according to a Celent report. 

Ever heard of a QDRIA? You might, if income solutions become an integral part of defined contribution (DC) plans.

More Americans want financial advice, especially about retirement: A substantial majority (86%) sought out retirement-related advice, a study finds. 

Current workers should factor uncertainty about labor market outcomes into their retirement planning, a research paper concludes.

An optimistic view of U.S. retirement preparedness depends crucially on assumptions about behavior that may not reflect real world activity, researchers suggest.

Ownership of retirement accounts fell in 2013, but median and mean values of retirement accounts rose substantially, according to a Federal Reserve Bulletin.

Two-thirds (66%) of Generations X and Y have not calculated how much they need to save for retirement—and only 19% work with a financial adviser. 

An individual departing the workforce today will see out-of-pocket health care costs grow 7% annually throughout retirement, an analysis from J.P. Morgan Asset Management suggests.

Merger and acquisition (M&A) activity remained healthy in the registered investment adviser (RIA) industry during the first half of 2014, according to research from Schwab Advisor Services.

The LIMRA Secure Retirement Institute (SRI) estimates that 1.5 million people will retire annually from now until 2025, creating significant demand for advice on spending and investing in...

A new analysis of retirement plan offerings at Fortune 500 companies suggests the shift from defined benefit (DB) plans to defined contribution (DC) plans may be slowly stabilizing.

Defined contribution plan sponsors may find it challenging to get employees to engage in retirement saving and planning, but there are ways to get employees’ attention.

Generation X workers face some formidable obstacles to achieving retirement readiness, according to Transamerica, but there is hope for the generation if aggressive action is taken.

Women are showing more engagement in retirement savings plans than men, according to an analysis by MassMutual Retirement Services.

A significant number of Americans find conversations about financial issues difficult, a survey finds.

A gap exists between what financial advisers say during early-stage client meetings and what truly resonates with prospects, according to a new survey form Pershing.

Companies seeking to capture defined contribution (DC) retirement plan rollovers need to understand who is influencing retirees’ decisions.

Professional retirement plan advisers are central to the strategic direction, administration, and overall performance of the retirement plans they serve, says new research.