In Practice

According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a...

The Self-Regulatory Organization for Independent Investment Advisers (SROIIA) is continuing its mission towards creating an SRO that meets the needs of advisers, and has completed its second round...

In a recently published paper, law firm Sutherland Asbill & Brennan poses the question: when should broker/dealers and advisers play it safe or tough it out when facing...

An SEI Quick Poll reveals nonprofits are adding new asset classes to portfolios in an effort to protect themselves against ongoing investment volatility.

Third-party administrators (TPAs) are playing an increasingly important role in the 403(b) market segment, notes an Issue Brief by Retirement Research Inc.

Whether you’re interested in acquiring another practice or valuing your own for sale, the “buy/sell” process can be tackled from several angles.  

A Prudential survey of near and recent retirees found guaranteed products will help persuade wary investors to stay in the stock market, even during times of volatility.  

The basics of helping retirement plan participants be prepared for retirement include getting them to save, getting them to save enough, and getting them to invest correctly.

Nearly half of homeowners in their 30s have lost hope that their homes will recover enough value in time to play an important role in paying for their...

Financial advisers who cut their fees during market downturns, a practice referred to as 'sympathy pricing,' are hurting their businesses in both the long and short terms, a...

The latest Principal Financial Well-Being Index finds workers who use the help of financial professionals are more confident in the adequacy of their retirement savings than those who...

Multiple employer plans (MEPs) can offer a cost-effective solution for companies that want to offer a retirement plan for their employees. How can you incorporate this growing plan...

Who says defined benefit plans are dead? Panelists at the PLANADVISER National Conference in Orlando last week discussed the potential future of plan types other than defined...

Distributors are changing the way they do business, leading them to seek creative, new alternatives from asset managers, according to a report from kasina.

According to a recent LIMRA study, 35% of all retirees receive income from an annuity.

More than half (55%) of advisers say the most valuable service they provide to clients in or near retirement is helping the client maintain perspective and think clearly...

U.S. employees’ retirement preparedness remains low despite a positive trend in employees improving their finances and putting greater emphasis on retirement, according to Financial Finesse.

A survey of companies with Employee Stock Ownership Plans (ESOPs) found that they continue to have increased share value, better productivity, and overwhelming support among company executives.

At the PLANADVISER National Conference in Orlando this week, a panel of industry experts discussed where the retirement industry stands and what is likely to be coming in the near...

According to CouponCabin’s first "Savings and Spending Report," 45% of U.S. adults said they feel less financially secure than they did one year ago, with 16% saying they...