In Practice

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.

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.