In Practice

In a study about charitable behaviors of high-net-worth households, Bank of America Merrill Lynch found that giving is as important as before the recession, but many are giving...

Pre-retiree participants who continuously held a 401(k) plan with Fidelity Investments for the past 10 years more than doubled their account balances, according to a Fidelity news release.

Forty-six percent of 50 to 60 year olds have a target retirement date or age in mind, 38% have a target nest egg in mind, and 34% have...

More than one-third of Generation X and Y (Gen X/Y) investors surveyed by MFS Investment Management say their need for advice has increased since the downturn.

A recent survey revealed that plan sponsor perceptions of target-date funds, as compared to other QDIA options, are shifting.

Robert Reynolds, President and CEO of Putnam Investments, today discussed why he feels that this is the time for advisers and investors to adopt absolute returns...

To mitigate retirement savings losses from the economic downturn, more workers would rather work for a few extra years rather than trying to live on a tighter budget.

At the Securities Industry and Financial Markets Association’s (SIFMA) annual meeting, a panel of industry executives expressed concerns about the regulations, but kept an optimistic tone.  

After two years of resolving to do better with their finances, Americans are putting relaxing and having fun at the top of their New Year’s resolutions list.

A study found that institutional investors’ satisfaction with their investment managers is greatly influenced by client service and can be managed regardless of the economic climate or investment...

Retirement planning is the most difficult financial task for those participating in a recent study of retirement and savings trends by Hearts & Wallets.

A recently commissioned survey indicates that employer-sponsored retirement plans are highly important to the workers who participate in them, but most are not maximizing their savings power.

What are some of the possible effects on the economy after the mid-term election?

Nearly 30% of respondents indicated they failed to rollover their retirement savings into an IRA or new 401(k) because they are unsure about the rollover process according to...

Large-size U.S. plan sponsors recently surveyed believe participation in defined contribution plans should be mandatory, with immediate vesting of employer contributions.

Eighty-five percent of retirees recently polled said there should be no mandatory retirement age.

Merrill Lynch’s “Affluent Insights Quarterly Survey” took a closer look at the state of affluent small business owners in America.   

Nearly half of individuals surveyed by The Hartford said retirement benefits are more important now than before the start of the recession.

Merrill Lynch's “Affluent Insights Quarterly Survey” finds although affluent Americans are feeling more financially secure this year than last, 61% are expecting to retire later than originally planned.

Fidelity Investments reported a 20% increase over the past three years in the number of participants in its tax-exempt savings plans, which serve higher education, health care, and...