In Practice

More than 62% of Baby Boomers plan to remain in the state they live in upon retirement, according to a PluteGroup study.

Multidiscipline practices (MDP) offer benefits to advisers and their clients, but face some unique obstacles, according to a study by NFP Advisor Services Group.

Fidelity Investment’s Broker and Advisor Sentiment Index measures 7.6 on a scale of zero to 10.

The number of Fortune 100 companies offering new salaried employees only a defined contribution (DC) plan rose in 2012, a Towers Watson survey found.

 Employees are making some positive changes to their retirement planning, but poor money management skills and long-term economic challenges present major obstacles.   

Despite efforts to improve defined contribution (DC) plan participation and savings, employers lack confidence in the retirement readiness of their employees.

 High-net-worth investors anticipate tax increases next year and are scouting a variety of opportunities for returns, according to a Fidelity survey.  

An exhaustive search found no evidence to support the idea that aging Baby Boomers are crowding out younger workers from the work force.

More than one-third (37%) of adults would like a professional to help them manage retirement accounts but do not think they have sufficient investments.

Participants in 401(k) plans prefer more proactive steps to increase their retirement readiness rather than historical transactions on their account statements, a study found.

 Increasing distribution costs and adviser movement in the asset management industry are causing asset managers to look more closely for growth opportunities. 

Schwab Intelligent Technologies and Salentica Inc. have integrated Salentica Advisor Desk with Schwab OpenView Gateway after a successful pilot program this summer.

The NAPA-net.org portal of the National Association of Plan Advisors (NAPA) and The American Society of Pension Professionals &...

Retirement security remains a concern for many Americans, particularly in terms of maintaining a “reasonable” standard of living for the rest of their lives.

A record number of health care organizations are offering enhanced features in their defined contribution (DC) plans.

The Merrill Lynch Affluent Insights Survey found families cautiously optimistic and regaining control of their financial lives.

RIAConnect, a new independent registered investment adviser (RIA) matchmaking service from TD Ameritrade Institutional, allows RIAs to network and...

The majority of company stock plan assets (57%) are being earmarked for eventual investment or retirement savings after participants sell them.

Most workers who are likely to focus on retirement savings have access to an employer-provided retirement plan, according to the Investment Company Institute.

 Fewer American families are participating in a retirement plan at work, but more of those with a plan are in a 401(k), a report found.