In Practice

Morgan Stanley Smith Barney reported an influx of assets and advisers in the first quarter.

More than four-in-ten so-called “sandwich generation” parents (41%) continue to provide at least some financial support to their young adult children, according to the 2010 Families & Money...

Half (52%) of affluent Americans believe that more could be done to assist individuals in their retirement saving efforts, according to a recent survey.

Issues related to retirement and rising health care costs continue to rank highest among financial concerns for affluent Americans, according to a recent survey.

A report from Hewitt Associates suggests workers were able to recover a significant portion of the losses they sustained in 2008 simply by participating in their 401(k) plan;...

Wirehouse firms still lead the market share in the wealth management industry, but independent and regional broker/dealers are catching up, a new report found.

A survey from ING U.S. Retirement Services shows that those in a workplace plan are more confident, informed, and proactive when it comes to their savings.

Although Merrill Lynch saw sinking revenue and profits, the brokerage unit is helping to keep Bank of America (BofA) in the black. 

Only 44% of investors reported being confident in their ability to retire in financial security as they had planned, according to a nationwide survey commissioned by Citi and...

Many Baby Boomers plan to continue working in retirement, and not just to make ends meet, but to keep physically and mentally energized.

Despite recognizing the need to have a plan or saving for retirement, less than one-fifth (18%) of Asian Americans have engaged in a conversation with a financial professional,...

Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...

Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.

A majority of employers that made changes to their retirement plans in response to the economic downturn expect to keep those changes in 2010, according to a new...

Seventy-seven percent of employees said financial advice and guidance programs would improve their productivity in the workplace, according to MetLife’s 8th annual Employee Benefits Trends Study.

Purchasers of group long-term-care insurance tended to be slightly older in 2009, and an increasing number selected less costly policy features, according to a new study.

The retirement picture marketed by providers and the retirement reality for many Americans are two different stories, a new report suggests.

Financial advisers might have ripe opportunities to talk to clients about long-term care insurance, a new survey sponsored by Genworth Financial suggests.

Financial advisers who help clients to understand the impact of the markets have more satisfied clients, a recent survey suggested.

Throughout the turbulent economic environment of the last several years, stable value has continued to offer a safe haven for defined contribution plan participants, according to the MetLife...