In Practice

A recent Charles Schwab survey found that less than a third (31%) of respondents claimed they speak with their broker or financial adviser on a regular basis.

Fee-based advisers expect growth in demand for fee-based advisory services and managed accounts, according to a survey from Jefferson National.

Defined benefit pension income plays a critical role in reducing the risk of poverty and hardship among older Americans, according to a new study.

Now that all the hype and barrage of new offerings in the market have died down, is there still opportunity in target-date funds for asset managers?

Research from The Principal Financial Group found that American business owners lack a long-term plan to exit or transition their business.

Apparently “Venus” is tightening her belt more than “Mars.”

A global survey commissioned by ING DIRECT found Americans are less likely than people in other nations to sacrifice cars and pets to save money.

When asked to rank their clients’ greatest concerns as of the second half of 2009, advisers overwhelmingly (70%) chose “greater chance they’ll outlive their money.”

The financial adviser is the most important aspect of overall investor satisfaction with full service investment firms, comprising 30% in 2009—an increase from 22% in 2008, a new...

A new analysis from Fidelity Investments indicated that automatic enrollment in 401(k) plans is proving to have the biggest impact on younger and lower-compensated employees.

The number of retirees who say they are worried about financial security has more than doubled in the past year, and many are tightening budgets or seeking professional...

Losses in the financial and housing markets during the economic crisis are causing many seniors to consider retiring at a later age than originally planned.

U.S. cities climb on the list of most expensive places to live, according to Mercer’s annual Cost of Living survey.

A new survey found that more than half (51.2%) of 403(b) sponsors provide target-date funds in their plans.

A new study found African-American and Hispanic workers have lower participation rates and contribute less to their 401(k) plans than their white and Asian counterparts.

A recent survey found that financial advisers are moving toward fee-based service and emphasizing holistic advice more than last year.

A new survey found that Bank of America Corp. (BofA) holds the title of the biggest wealth manager through the end of 2008.

A new survey suggests all of you road warriors might feel happier and more productive when you telecommute.

Independent registered investment advisers (RIAs) continue to report firm growth and are looking for more revenue through forming strategic alliances and recruitment, according to a survey by TD...

Most millionaires stuck with their advisers through the market crisis, but one in 10 stopped working with their adviser, according to an annual study by Fidelity.