In Practice

Cerulli Associates has published a report detailing what can cause high-net worth (HNW) investors to leave their financial adviser.  

The Profit Sharing/401(k) Council of America (PSCA) and Boston Research Group have released findings from a survey of non-qualified plans.

As the price of a longevity annuity increases and as longevity risk grows, more initial retirement wealth is needed and the degree of annuitization needs to be increased,...

A Transamerica retirement survey found that the majority (67%) of  unemployed or underemployed respondents are less confident in their ability to achieve a financially secure retirement since the...

A recent report from Financial Research Corporation (FRC) reveals that sub-adviser firms polled say their primary source of manager search information is the manager itself.

Nearly 30% of participants in 401(k) retirement plans at Vanguard are in automatic, professionally managed investment programs, according to Vanguard’s How America Saves 2011.

A Fidelity survey found that advisers who provide comprehensive retirement income planning

Bank of America is hiring advisers to cater specifically to the “Preferred customer” segment of Bank of America’s client base - those with investable assets of $50,000 to...

A nationwide survey found that although the majority of Americans ages 29 to 49 worry about their retirement prospects, many have not yet begun to save or plan...

In a Bank of America (BofA) Merrill Lynch Webcast focused on women and retirement, the idea was broached that women simply need to save more money than men...

A study by Bankrate.com found that only 24% of Americans have a six-month emergency savings cushion, and another 24% have no emergency savings at all.

A Northwestern Mutual survey asked people in what areas do they most frequently set goals; financial goals were more common than family, fitness, or work-related goals. 

A panel of experts at the PLANSPONSOR National Conference this week discussed practical ways to engage and involve retirement plan participants.

A majority of investors do not understand the difference between suitability versus fiduciary standards, according to the J.D. Power and Associates 2011 U.S. Full Service Investor Satisfaction Study. 

Despite a lack of confidence in the overall economy, more than eight in 10 (83%) Americans believe their personal financial situation will remain the same or improve during...

A survey from the Insured Retirement Institute (IRI), in partnership with Cerulli Associates, examined asset manager and insurer attitudes toward the future of the variable annuity industry. 

According to the latest Financial Professional Outlook (FPO) from Russell Investments,investors and advisers are initiating conversations on distinctly different topics.  

A recent study by Financial Finesse found that women still fall far behind men in terms of financial knowledge and confidence, and are in danger of not meeting...

According to a recent white paper, researchers have found that electronic delivery of retirement documents benefits plan participants, and urge the Department of Labor to make it the...

A recent study found that caregiving costs American workers $3 trillion in lost wages, pension, and social securities.