In Practice

More Canadians are managing their portfolios online, according to research from TD Direct Investing.

 Just as in the U.S., many of our northern neighbors lack confidence in a secure retirement.  

In “ERISA Fiduciary Issues: A Practice Guide for Advisors,”Matrix Financial Solutions outlinesthe responsibilities of an ERISA fiduciary.

Executives and their employers should reconsider qualified retirement plans in light of recently enacted tax changes, according to a PwC source.

There is a disconnect between the saving habits of some consumers and their rosy retirement forecasts, a poll found.

Asset managers are developing new products to address market volatility and income demand in the wake of record-breaking fixed-income flows.

Nearly two-thirds of retirement plan participants use a financial adviser to assist them in managing their plan investments, a survey found.

A majority of retirement plan participants who responded to a recent survey said they learned about finances from their parents.

Companies should address retirement plan communication preferences of the “digital” generations.

The only asset class that has experienced a material drop in asset management fees is alternatives, Mercer said in a report.

Since the financial crisis, high-net-worth (HNW) investors have been averaging nearly four investment provider relationships, Cerulli research found.

The mass of Baby Boomers retiring and their potentially inadequate savings will present challenges for the whole economy.

More companies are making the financial wellness of their work force a priority in 2013, according to an Aon Hewitt survey.   

Participant reactions to recessions could result in lower retirement savings, a report shows.

Research from Cerulli Associates shows increased interest in environmental, social and governance (ESG) investing, and not just among nonprofit organizations.

Change will continue to dominate business practices in the sixth year since the financial crisis,  according to a report from Aite Group.

Business Roundtable (BRT) developed a strategy to shore up Social Security and Medicare to reduce the deficit and stabilize the long-term fiscal outlook.

Employees want to improve their retirement savings and want employers to share more of that responsibility with them, a survey suggests.

An analysis suggests employee stock-owned companies laid off fewer workers during the recession.

Assets grew 19.1% in 2011 for advisers registered both as registered investment advisers (RIAs) and as brokers, Cerulli found.