In Practice

Clients want more than numbers from their advisers.

Because “401(k)″ is likely not being renamed any time soon, advisers might need to find more effective ways of getting around opaque financial terms with the new breed...

AssetMark was the number one rated asset management firm for focusing on advisers, in a recent survey of adviser attitudes toward firms in their client portfolios.

The population of affluent Americans now makes up the top 19% of American households, according to a study by Nielsen Company.

Despite current economic strains, ShareBuilder reports surging sales of small business 401(k) plans.

A new study from the Society of Actuaries (SOA) finds inflation is the top retirement concern for retirees as well as Baby Boomers nearing retirement.

While recognizing a significant year-over-year uptick in defined contribution participants taking hardship withdrawals, a new Vanguard Group research report said the trend occurred in only a fraction of...

Last week, AARP published a report on how economic worries are impacting Americans.

Tech-savvy advisers might appreciate if asset management Web sites stepped up their game, according to a study by kasina asset management consultancy.

Fiduciary responsibility and fee transparency are at the forefront of important issues in the 401(k) market, an informal survey of retirement plan consultants says.

Americans have no trouble admitting they are lackluster savers, but that doesn’t seem to motivate them to stock away more of their income, a new survey found.

Looks like Jacobs and Emilys are going to have a lot of company on the playground, according to an annual report of most popular baby names.

Young adults remain an untapped market for financial advisers, says Mintel research firm.

Adding guaranteed income to a qualified default investment alternative (QDIA) can generate higher income levels in retirement, a study to be released Friday by Genworth Financial said.

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.