In Practice

More than half of 401(k) retirement savings plan participants report that their plan has become more important to them since the financial crisis of 2008. 

Allianz Global Investors has created the Allianz Global Investors Center for Behavioral Finance and hired behavioral finance expert Shlomo Benartzi of UCLA as chief behavioral economist.

A new study suggests that many providers are effectively ignoring their own counsel about targeting products, messaging, and communication approaches to distinct demographic segments. 

The next target market for financial services firms should be those ages 28 to 64 who are intent on accumulating wealth for their future, which may include...

Individual account retirement plan assets are concentrated in families with higher net worth, higher family income, higher educational attainment, with older family heads, and with white non-Hispanic heads,...

Stock and bond funds experienced net outflows of $2.9 billion in May, according to data from the Financial Research Corporation (FRC).  

The 11th Annual Transamerica Retirement Survey found that despite their optimism about the economy, most companies continue to be reluctant to make significant changes to their retirement plans...

The “Gender Gap” is still alive and well among financial advisers, according to a new study. 

 June 22, 2010 – In spite of stock market rebounds and emerging signs of recovery in various economic indicators, wealthy investors have not rushed to chase performance or...

Nearly two-thirds of Baby Boomers fear outliving their money in retirement more than death, according to a new survey.

In light of the economic downturn, advisers have tightened the relationships with their clients, according to a new survey.

Although 58% of advisers say their clients earn more than is needed to make the Roth IRA conversion under the new rules, a surprisingly small proportion of these...

Advisers responding to a recent survey say clients are at risk of falling short of their financial goals if corrective action is not taken.

It is becoming less common for one member of a couple to assume all of the financial responsibility and decision-making, according to a new survey.

Poor health is the top reason why workers decide to take early retirement, but factors such as high work pressure and low job satisfaction also play a role.

Gender, marital status, age, education, and other demographic variables have a significant impact on the likelihood of a worker receiving a retirement annuity and/or employment-based pension income in...

Fifty percent of those participating in a recent personal finance poll said they have significant regrets about how they’ve handled their financial situation.

Employers considering finding a new defined contribution (DC) provider in the next two years are almost equally concerned with understanding legislation, costs/fees, and encouraging employee participation, according to...

Most (68%) registered investment advisers (RIAs) said they have increased the number of clients over the last six months, up 13% over the previous quarter, according to a...

Of advisers asked in a recent survey who or what their biggest competition is, more than one-third (35%) said it is clients’ fears, which results in lack of...