In Practice

Bank of America Merrill Lynch’s Quarterly Scorecard on activity within its proprietary 401(k) business finds positive savings actions by 401(k) participants continuing to trend higher.

State Street’s latest ETF Snapshot reveals assets in the U.S. exchange traded fund (ETF) industry totaled approximately $772 billion as of June 30 – down $11.7 billion or...

A Bloomberg National Poll found that more than seven out of 10 Americans (71%) believe the economy is stuck in recession, and another 13% expect a backslide from...

Some 64% of Americans in the two lowest pre-retirement income levels will be running short of money after 10 years in retirement, a new study found. 

Cerulli Associates contends the growth opportunity for defined contribution investment only (DCIO) asset managers lies within custom target-date funds built for large plans (those with between $100 million...

A new national opinion poll conducted for Certified Financial Planner Board of Standards finds nearly two out of three Americans (65%) are more concerned about their finances today...

The American Express Spending & Saving Tracker finds that consumers’ savings goal for the year has decreased since the beginning of the year, down to an average $12,000 from $14,000...

A BofA Merrill Lynch survey reports major changes in investor sentiment for the global economy and corporate earnings. 

The results of a recent survey of financial advisers reveal the "must-have" technologies for running a more efficient and profitable advisory business.  

A new survey reveals that 401(k) participants don’t know as much about plan fees and investing as employers think they do.

Post-recession, asset management firms are finding that brand is key to attracting clients.

A study of 84 large employers from Hewitt Associates finds that employees who contribute to their savings plans over a full career are on track to have retirement...

UBS Wealth Management Americas has entered into a strategic partnership with Richard Bernstein Advisors.

Recent research reveals that while life satisfaction usually rises with income, day-to-day happiness comes from other things.

Informa Research Services has released a report that examines U.S. household asset allocation and preferences.

Russell Investments has completed the annual realignment of the Russell Global Index and added 1,190 stocks to the equity benchmark.