In Practice

Results of a new survey released by AARP indicates some Baby Boomers are delaying retirement and taking premature withdrawals from their retirement savings as a result of the...

While the current state of the economy and market is taking a toll on Americans’ finances, a new study from ING finds other factors would hurt individual’s finances...

Sixty percent of advisers agree the U.S. is already in a recession, but their clients are continuing to save for retirement, according to a survey released today by...

It is not just for the younger generation: Social media plays a rapidly growing and influential role in an individual investor’s financial decisions, particularly for high-net-worth investors, according...

Although ownership and assets in both 401(k)-type retirement plans and individual retirement accounts (IRAs) have risen, the majority of Americans still do not have a retirement plan, said...

Medical firms make up more than a quarter of employers offering cash balance plans, according to a new plan census by an Encino, a California-based cash balance consultant.

The Merrill Lynch Retirement Group reported that among the 1,700 plans on its proprietary recordkeeping system, almost 200 (12%) had added a Roth 401(k) option as of the...

The percentage of Americans who say they will be able to live comfortably in retirement fell to 46% from 53% a year ago, a Gallup poll found.

A report found that 69% of participants have 401(k) portfolios with inappropriate risk and/or diversification.

Although Hispanic Americans are saving for retirement, more than two-thirds do not use a financial adviser, a study by Prudential found.

Close to three-quarters of women who are very confident about retirement savings have the help of a professional adviser, a study by Prudential says.

The SPARK Institute released final versions of its "Best Practices for 403(b) Plans" and a sample Information Sharing Agreement (ISA).

Whether they’re Millennials, Generation Xers or Boomers, American women are actively considering their future retirement and financial security, a survey said.

Forty percent of high-net-worth individuals are concerned with the risk of not being able to live comfortably on their available level of income in retirement, said a survey...

One in four affluent Baby Boomers is changing his retirement plan and 40% are downsizing their lifestyles in response to the economic downturn, according to Bell Investment Advisors...

Advisers are leaving their firms for various reasons, most often citing culture, the desire for more independence, and disagreement with the senior management philosophy.

The increased competition for top talent among broker/dealer firms has caused many firms to step up the recruiting initiative, according the latest Cerulli report.

Financial advisers are optimistic about both their business and the economy, yet think the priority of the next president should be bolstering the weak economy.

Fewer young advisers are entering the field, and those that do are more interested in less traditional, sales-based routes.

The number of financial advisers in the U.S. declined from 256,569 in 2005 to 245, 831 last year.