In Practice

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. 

The International Association of Business Communicators (IABC) Research Foundation and Buck Consultants recently studied workplace factors to determine which most influence employee engagement.   

Slightly more than half (53%) of employers feel responsible for providing financial vehicles, as well as education and advice, to help their employees have a secure retirement, according...

Boomers attempting to protect their children from financial stress may be putting their own retirement goals at risk. 

Multiple employer plans (MEPs) offer great potential as a retirement savings option for small-business owners, says Transamerica Retirement Services, in a recently published white paper.

Despite their wealth, 41% of high-net worth individuals wish they had more self-control over their financial behavior, according to a report in the Barclays Wealth Insights series.

If Baby Boomers and Gen Xers delay their retirement past the age of 65, many of them will still not have adequate income to cover their basic retirement...

Research from SBR Consulting finds 41% of millennials (those born between 1980 and 2000) make saving for retirement a priority.