In Practice

Trying to work with clients about investment details? Try using red materials. Developing creative strategies with your team? Go with blue.

The details of how the joint venture between Morgan Stanley and Smith Barney will play out are yet to unfold, but retirement plan advisers seem optimistic about the...

Independent broker/dealers (IBDs) say recruiting is important—but the competition for advisers is high.

About two-thirds of workers in a new study identified a defined contribution plan as the most important component of their retirement savings.

Charles Schwab’s 401(k) plan benchmarking data show employee participation and savings rates vary according to employer industry and employee salary level.

If you are looking for mutual fund Web sites that are useful in a particular area for advisers, a new report offers some insight.

A new survey found 86% of executives said their shrinking retirement savings will mean working longer, with an average delay of 7 ½ years.

In the last six months, 60% of surveyed independent registered investment advisers (RIAs) reported an increase in clients, many of which are coming from broker/dealers and wirehouses.

Delaying retirement is one of several life adjustments pre-retirees are making to weather the current economic climate.

Although clear and complete disclosure of fees and costs can help 401(k) plan sponsors ensure that plan fees are not unreasonable for participants, disclosure alone is not sufficient.

Many companies are looking for ways to lower the costs of their retirement benefits while still encouraging their workers to invest wisely for retirement, according to a survey...

While media accounts may be full of reports of employer decisions to suspend their retirement plan company match contributions, 73% of DC plan sponsors in a new survey...

In order to adjust with the changing landscape as Baby Boomers retire, financial advisers will likely take on a broader role and compete with a wider array of...

PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.

Parents saved less for college in 2008 than in years past, but those who received help might have fared better, according to a survey by the College Savings...

Deferred variable annuities show promise in the wealth transfer market, according to Cerulli Associates.

Market volatility in 2008 caused many investors to seek help, according to Fidelity Investments.

One potential reason why some elderly run down their assets slowly is uncertainty over their life spans, suggests an analysis by the National Bureau of Economic Research (NBER).

Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing.

Recent market setbacks have led affluent retirees to show greater interest in receiving a guaranteed income stream, according to a survey by MFS Investment Management.