In Practice

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. 

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...