In Practice

The number of participants in Fidelity Investments’-administered plans at tax-exempt organizations who sought in-person or phone guidance rose 12% in the first five months of 2010 over last...

A new Strategic Insight (SI) study of the trends for financial advisers after the economic downturn suggests many advisers are moving away from a traditional style box model...

A new study from the Ewing Marion Kauffman Foundation shows that business owners are more conservative when it comes to saving and borrowing than generally thought.

In a new survey, Ipsos found half of respondents wish they had a pension.

A new study concludes that while offering convenient savings options to low-income workers should help improve their retirement security, fewer individuals may take advantage of the opportunity than...

A new Hartford Financial Services Group survey found that 27% of Americans have had to take withdrawals from savings, investment, or retirement accounts to get by.  

Defined benefit sponsors have the potential to receive billions of dollars in temporary pension funding relief as a result of legislation signed into law last month, according to...

A new nationwide survey issued by Citi shows there is a widening divide between men’s and women’s outlook for the economy and their own financial situations.

Those closest to retirement are at the greatest risk of depleting their nest egg, but not as many fall into this category as was the case in 2003.

While 10% of third party administrators (TPA) perform daily valuations on all their plans, 33% of TPAs perform daily valuations at some level, according to a new Pulse...

The latest Merrill Lynch Affluent Insights Quarterly finds that among those affluent individuals who work with a financial adviser in or outside the workplace, the majority indicate that...

The U.S. Government Accountability Office (GAO) has launched a mobile version of its Web site that will allow users to access GAO reports on their BlackBerrys, iPhones, Droids,...

Very few employers surveyed that do not use auto plan features currently plan to adopt them in the next 12 months, according to a report from AARP.

The 10th anniversary edition of Prudential’s Financial Experience & Behaviors Among Women finds the economic crisis has heightened women’s recognition of the need to develop a financial plan...

If you’re a small business owner - and many advisers are - odds are you’re pretty happy about that decision. 

According to the 2010 EBRI Retirement Readiness Rating (RRI), more than one-in-four Americans in the lowest income quartile could run out of funds after just ten years. 

U.S. workers saw the value of their employer-sponsored retirement benefits - as measured by percentage of pay - decline by double-digit levels over a 10-year period ending in...

Financial advisers spend over 23 hours per week online at industry, social, and asset manager sites, according to a recent study by kasina.