In Practice

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...

Total not-for-profit retirement plan assets exceeded $1 trillion as of March 31—the first time since 2007, according to a quarterly survey of plan service providers by LIMRA.

More employers in the Washington-Baltimore region are offering defined contribution plans rather than pensions, according to an annual survey of human resources officials.

Benefit brokers continue to claim the largest share of voluntary and worksite sales compared to other producer segments, according to new research.

According to financial advisers, the largest impediments to Americans’ financial security are self-imposed.

More than 81% of variable annuity purchasers opted for a lifetime guarantee of income in the first quarter, according to a survey by an insurance trade group.

Those in America’s Heartland expect economic conditions to improve in the near-term future but remain concerned about their long-term financial security.

Continuing the trend since the third quarter of 2008, new data from LIMRA found that the percentage of new 401(k) plans sold by leading providers remains lower than...