In Practice

Our previous segment focused on establishing fees for the financial planning services you offer to retirement plans and plan participants. The next step explores how to articulate your...

EBRI research says auto enrollment produces improved retirement savings results.

In order to encourage Americans to make saving for retirement an everyday event, the government is set to dedicate a whole week to it.

When it comes to the best Major League Baseball hotdogs, it’s a tale of two cities.

A consultant at Russell Investments offers 12 nuggets of advice for selecting target-date funds for DC plans.

Research from Hewitt Associates found that on average, employees are projected to replace 85% of their income in retirement when they need much more.

Celent researchers propose strategies for advisory firms to win the fight for the mass affluent.

Parents are feeling more stretched about where to allot their savings, according to research from Putnam Investments.

TowerGroup says advisers should use a “holistic″ approach to tap the lucrative market of providing retirement income services to affluent investors.

A Vanguard study said that 43% of 401(k) plans lack the correct equity exposure.

The increasing number of high-net-worth individuals (HNWI) worldwide means an increased need for talented advisers.

Cerulli estimates that the U.S. has lost about 3,000 financial advisers in the last few years.

Affluent men hope to teach their offspring about money matters and inheritance, according to a survey by a wealth management firm.

Another estimate from Fidelity Investments adds to the financial resources individuals need to save for retirement.

Those looking to improve their health and happiness may want to review their portfolio before revving up the treadmill.

Fifty-nine percent of pre-retirees are seeking financial advice on 401(k)s, retirement savings, and long-term care insurance, according to a MetLife study.

Wealth management firms need to adapt existing strategies to meet the needs of new markets in the high-net-worth bracket, according to the ‘World Wealth Report.’

When deciding how of their income to defer into a retirement plan, participants’ decision varies based on the influence of outside sources, plan design features, demographics, and their...

Although the Internet is the first place they tend to start their search, women said advisers and other human sources are the most effective way to absorb financial...

They may not be cheerfully optimistic, but most workers feel they’ll be able to at least “get by″ in retirement.