In Practice

When home equity and government assistance are taken out of the picture, the snapshot for retirement looks much bleaker, according to a new study from Barclays Global Investors...

The use of independent advisers by millionaires has grown, with 26% of millionaires now working with such advisers, compared to 22% last year, according to a survey by...

Three-quarters of employers in a recent survey said they offer retirement or financial planning to their employees or savings plan participants.

Although a majority of Americans are saving for their retirement, more than one-quarter are not, according to a new survey.

Eighty percent of investment consultants expect to increase their defined contribution (DC) business in the wake of the pension fund crisis, according to Cerulli’s 2007 survey of investment...

The defined contribution investment-only (DCIO) market offers dramatically higher profit margins for asset managers than those found in other platform markets, and firms will be growing their personnel...

The defined-contribution (DC) plan consulting business is changing to adjust to new plan trends by, among other things, offering custom target-date funds and adding inflation-protection investment vehicles to...

Responding to findings of its recent Family Matters study, the MetLife Mature Market Institute has made available tips on making the right choices for retirement based on family...

A survey said 87% of investors have a high degree of trust in their adviser, but a majority are dissatisfied with the fund industry.

A newly released research study casts doubt on the traditional notion that calculations of a person’s retirement nest egg should take into account a post-retirement spending dropoff.

Defined contribution (DC) plans have grown to account for 46% of assets among U.S companies with more than $250 million in retirement plan assets.

The majority of retirement plan expenses are paid by the plan sponsor, but many plan sponsors do not review the fees paid to their adviser, a recent survey...

One in six Americans have not signed up for their company’s retirement plan because they don’t understand how it works, and 44% don't understand how an individual retirement...

Despite all the talk about the declining U.S. economy, a recent survey of financial advisers found that 63% of financial advisers are bearish over predictions for U.S. economic...

A new Spectrem Group survey of large 401(k) plan sponsors found the sponsors are looking for advisers expert in a particular service and will bring on more than...

You’ve perhaps heard about studies that suggest that more boys were born just ahead of the two World Wars.

Morningstar’s fifth annual best and worst 529 college savings plan study found improvements in plan investment lineups and fees.

Two blue-ribbon private-sector committees have released lists of best practices for hedge fund investors and asset managers, according to a government news release.

Less than one-third (31%) of GenXers polled believe they will one day be able to fully retire.

Californians who don’t have access to a retirement savings plan at work could be able to set up a 401(k)-style account through the state of California under a...