In Practice

Consumers are more concerned about short-term security than long-term financial goals, according to a survey sponsored by Securian Financial Group.

Do you spend a lot of time at a desk or hauling around a bulging briefcase? If so, you might want to try these tips.

Those who are committed to saving money and take a disciplined approach to spending are better prepared for the down economy, according to a study by HSBC.

A new survey found three-quarters (75%) of consumers who own an insurance product prefer to buy life products from an agent or another trusted source, such as an...

Seems as though lately everyone wants to 'fix' the 401(k), but a new whitepaper suggests a different take.

Securities America said a survey of its advisers showed they are proactive during these challenging times.

Americans feel less confident about paying for health-related expenses in retirement.

Many mutual fund firms provide advisers with commentary, but not all of them have jumped on board with new media endeavors.

Even in the face of a major economic downturn, 401(k) participants still kept on keeping on in 2008, according to a Hewitt Associates study.

With the economy still uncertain and continued market volatility, Fidelity Investments said it is seeing higher levels of worker engagement in retirement plans.

A survey by the International Foundation of Employee Benefit Plans (IFEBP) found defined contribution sponsors are making plan changes in the face of the economic downturn.

A study by consulting firm kasina found that investment managers will further rely on analysts to guide advisers to products.

Need happiness? Move to Canada, or better yet, Denmark.

A study found that 30% of surveyed participants would definitely or likely be willing to trade leaving inheritance in order to generate more lifetime income than would be...

While it might seem difficult to look at the long-term strategy amid a financial crisis, knowing how to better operate and recruit could be crucial to an advisory...

A study from the AARP Public Policy Institute found a number of older employees trade income and status for happiness in a late-life career change.

For the first time, the majority of Fortune 100 companies now offer new salaried employees only a defined contribution (DC) plan, such as a 401(k), according to a...

If a client wants to retire abroad, it is not as easy as packing a suitcase.

Surveyed advisers agreed that legislation and ongoing industry scandals are a threat to restoring revenues.

Aon Consulting found that many companies with frozen pensions intend to make investment strategy changes to cut corporate pension expense volatility and put themselves one step closer to...