In Practice

Advisers plan to address wealth preservation and asset allocation with clients, rather than retirement planning in 2009.

Financial advisers are a mobile bunch and increasingly want access to client data and other services from their mobile phones.

Research from Phoenix Companies found high-net-worth (HNW) consumers are altering their retirement plans in light of the financial crisis, but four in 10 are not talking to financial...

The fee-based revenue model for advisers shows cracks because of volatile markets, according to research from Cerulli Associates.

More than half (59%) of Americans responding to a survey by TD AMERITRADE said their top New Year’s resolution for 2009 was to either start or build up...

Data from more than 19,000 defined contribution (DC) plans recordkept at Fidelity investments showed participants “did not initially overreact″ to market volatility.

The growing popularity of automatic enrollment in defined contribution plans – and target-date default choices in those plans – should fuel a surge in retirement plan assets, according...

While the trend might only affect less than 1% of 401(k) participants, a spike in withdrawal requests and deferral rate decreases to zero percent should still be a...

403(b) plans are lagging in employee participation and plan features to incent participation, according to research from PLANSPONSOR.

Research from Corporate Insight graded do-it-yourself retirement-planning calculator tools offered by brokerage firms to assist investors.

Third-party distribution has gained share in both the retail and institutional marketplace since 2002—a trend Cerulli expects to continue.

A survey released Wednesday finds Americans with deep-seated fears about how the nation’s current economic turmoil will impact their retirement.

Less than a third of surveyed high-net-worth retirees said they changed advisers at the time of their retirement, according to a study commissioned by Securian Financial Group.

If you’re looking for a way to help a client's 401(k) go green, an unusual coalition has a new idea.

The October 2008 Issue Brief from the Employee Benefit Research Institute (EBRI) indicates that workers with lower educational attainment have lower levels of retirement plan participation.

New reports from the Vanguard Center for Retirement Research indicate American workers increasingly need help to generate a sustainable income stream in retirement and a variety of solutions...

The latest U.S. Treasury Department treatise on Social Security reform suggests increasing both the early and normal retirement ages would help encourage more Americans to stay in the...

A whopping 90% of advisers said market changes have increased their stress level, according to a study by Vestment Advisors and the Financial Planning Association.

During the financial crisis, millionaires did not express satisfaction with their advisers’ performance, but independent advisers fared better, a SpectremGroup study found.

More workers are rolling over retirement assets when they change jobs than in past years, according to a study by the Employee Benefit Research Institute (EBRI).