In Practice

Much of the spending increases in the DCIO market are being directed at new sales force hires and marketing programs designed to support retirement plan advisers, according to...

A Fidelity Investments survey found that nearly half (45%) of Americans age 61 are planning to begin taking Social Security at 62, the first year that eligible recipients...

Many who have stopped contributing to their retirement plans have done so because of the financial crisis.

Looking ahead, mutual funds could come out the winners of the current financial crisis, according to a new report by Strategic Insight.

People have a lot on their minds of late.

Most advisers are telling clients to weather the storm, according to the latest Brinker Barometer.

Retirees do not spend their defined contribution (DC) balances immediately at retirement, but make thoughtful choices and use the proceeds prudently, according to a new study by the...

As economic turbulence has been on the rise, many financial planners say they are seeing an increase in potential clients.

Retail wealth management, particularly in the fee-based arena, could come out of the financial crisis much stronger, according to a recent TowerGroup report.

While plan fees remain a red-hot issue for plan sponsors, a relatively small number of sponsors say they are likely to switch to cheaper fund alternatives or move...

About two-thirds of blacks (compared with about a half of whites) say they would increase contributions to their retirement plan if employers provided access to financial advisers, seminars...

FRC’s latest ADVISOR INSIGHT report found that Russell, American Century, and Putnam received the best approval ratings from advisers.

As the main source of financial information for affluent investors, advisers can help them move through the crisis.

Eight (mostly) former employees of Fidelity Investments have reached preliminary settlements with the U.S. Securities and Exchange Commission (SEC) in a gift-taking probe, according to Reuters, citing court...

A Transamerica Retirement Survey reveals that Americans want the next President and Congress to focus on guaranteeing retirement income.

Workplace retirement plans enjoyed an across-the-board participation hike in 2007—the first such increase since 1998.

The majority of advisers in a recent survey expect the government’s rescue plan for Wall Street to help the market rise.

Did you know fleas that live on a dog can jump higher than fleas that live on a cat?

A report from the AARP Public Policy Institute suggests inadequate legs on the three-legged stool for retirement savings will mean a bleak retirement for many.

A survey by the Syzygy Consulting Group found that aggregate employee ownership decreased 9%, falling to 15.14% of outstanding common share equivalents.