In Practice

A public opinion research report indicates Americans think the recession revealed the flaws in the current retirement plan landscape and the government should make it easier for employers...

With the growing level of scrutiny surrounding qualified retirement plan fees, the value an adviser adds to a plan needs to be clearly defined.  

Charles Schwab's latest independent investment adviser survey found 56% of advisers classify themselves as “bulls,” while only 10% see themselves as “bears.” 

Investment consultants, expecting lower capital market returns and more volatility, support broader asset diversification and custom target-date strategies for defined contribution plans.

Confidence in investment decisions among women is much lower than men and the gap is widening, a MassMutual poll of retirement plan participants found. 

More small-business owners feel offering health insurance is more important than offering a retirement plan, 59% to 47%, a Paychex survey found.

linkedFA and McGraw-Hill Professional will be presenting a series of Webinars to educate financial professionals on how they can use social media compliantly.  

Wells Fargo and Gallup have released their Investor and Retirement Optimism Index, which shows retired Americans are twice as optimistic as the non-retired.

The Center for Retirement Research at Boston College found that customized advice for pre-retirees can help them take smarter actions.

Seventy-two percent of pre-retirees and 55% of retirees are calculating the effects of inflation on their retirement planning, according to the Society of Actuaries (SOA).

An Aviva survey found more than half of Americans expect to work past their expected retirement age; giving the U.S. the highest percentage out of ten countries surveyed. 

Speaking on a Webcast sponsored by Principal Financial Group, James Delaplane, a partner at Davis & Harman LLP, examined the three major regulations coming out of Washington this year,...

Client-facing professionals (brokers, advisers, agents, and bankers) are the most trusted source of information in the financial services industry, according to a recent survey.  

A national survey found that more Americans are "very concerned" about the impact of the recession on their personal finances this year compared to last.  

A report from Charles Schwab evaluates the pros and cons of combining a traditional brokerage business and fee-based advisory business.

Fidelity found workplace retirement plan participants are becoming increasingly more engaged in their plans.

The Hartford’s Retirement Plans Group (RPG) has formed a Channel Development team to assist the sales efforts of property and casualty (P&C) agents. 

While men and women participants are turning to asset allocation funds in similar amounts, women are showing a discernable preference for target-date offerings. 

About half of nearly 1,300 advisers surveyed by Curian Capital surveyed feel time management and efficiency will be their biggest challenge in 2011. 

The sampling size was small, but a recent survey found that participants who got financial advice held more funds and enjoyed a higher rate of return than those...