In Practice

Many Americans who don’t have an adviser think they don’t have enough money to attract an adviser, according to a survey by AARP Financial Inc.

Americans are worried about today’s market, and many say they think an adviser could help them.

Amid the financial turmoil, financial advisers might be better off sending their own message to clients, rather than relying on financial firms.

A new report says that day-to-day expenses are thwarting parents’ ability to set aside money for college – and they may have to put off retirement as a...

Among the wealthiest 10% of U.S. households, this presidential election is a dead heat.

New research finds dramatically different levels of optimism about when generational groups plan to retire and what they expect to rely upon in retirement.

An Aon Consulting employer survey confirmed the long-held notion that many employees don’t know how big of a retirement nest egg they will need.

The J.D. Power and Associates 2008 Financial Advisor Satisfaction Survey found that a firm’s performance was the key driver of satisfaction among employee advisers.

A growing number of small businesses are feeling the stress of the tough economy, leading many to cut back on retirement savings or raid their accounts, according to...

More than 60% of global institutional investors, large companies, and pension funds think the government bailout would have a good chance of restoring stability to financial markets, according...

The family office delivery method to service America’s wealthiest clients has been on the wealth management scene for a while, and is here to stay, according to research...

The Profit Sharing/401k Council of America’s (PSCA) survey of profit-sharing and 401(k) plans provides evidence of the link between automatic enrollment and higher plan participation rates.

The year-old 403(b) regulations from the Internal Revenue Service have had a more profound impact on health care employers’ retirement plan designs than the Pension Protection Act (PPA).

Research from Cerulli Associates said a large chunk of new sales by asset managers last year was influenced by a broker/dealer professional buyer.

Fidelity leads among top sites for financial intermediaries, according to a study by asset management consultant kasina.

A recent online survey from Disney Family.com found that 91% of parents said the U.S. economy is an extremely/very important issue for their families.

If clients have a safety net of one to five years of retirement income, they wouldn’t be worried in this environment, according to CNBC’s resident retirement expert.

A new white paper helps advisers ensure their clients' retirement plans are safe from the declining housing market.

Goldman Sachs Asset Management takes the gold for the best asset management Web site, according to a new study.

Many single women are ill-prepared and unlikely to achieve a financially secure retirement if they don’t take action now, according to the Ninth Annual Transamerica Retirement Survey.