In Practice

On average, baby boomers expect to retire by age 63; however, most are not planning for 30 or more years in retirement and nearly half (44%) have not...

Although benefits offered by employers remained mostly the same in 2007 as in 2006, there was a slight decrease in the number of organizations that offered financial services...

Those who have consulted a financial professional about retirement planning are much more likely to say they are comfortable or confident about retirement than those who have not...

Benefit brokers accounted for almost half (46%) of worksite sales of voluntary benefits in 2006, according to Eastbridge Consulting Group’s eighth annual U.S. Worksite Sales Study.

Only one-third of affluent Baby Boomers rely on outside advice when making financial decisions.

Don’t assume your clients are comfortable with fees just because they don’t say anything.

The ERISA Industry Committee (ERIC) has issued a proposal for a platform of lifetime security benefits aimed at easing employer strain, increasing individual responsibility, and providing equality of...

If you drive to work, you’re not alone.

Sixty-six percent of workers believe they need less than 80% of pre-retirement income to maintain their current lifestyle in retirement.

About one-fifth (21%) Ultra High Net Worth (UHNW) professionals consider themselves 'adviser dependent.'

A report released by the U.S. Census Bureau on Wednesday provides information on new businesses and payroll that may aid advisers in finding new clients.

More than three-quarters (85%) of participants in 401(k) and other defined contribution plans say they would use general retirement planning services if available.

According to clients, more is not always better when it comes to meeting with their advisers.

As adviser client relationships move from one that revolves around picking investments to one more focused on personal counseling and education, it’s important to maintain trust.

It’s an issue that has plagued humankind ever since men and women began living together - with indoor plumbing.

The second of seven ineffective habits of retirement plan advisers

Participants’ mood about their financial future has fallen off significantly during 2007 but sponsors can encourage participants to meet with advisers and construct or reconstruct a retirement savings...

With the so-called Merrill Lynch Rule a thing of the past, some advisers will need to clarify their role, though it's not likely to broadly impact the managed...

The Board of Directors of Certified Financial Planner Board of Standards Inc. (CFP Board) has revised the ethical standards for CFP professionals, requiring them to 'at all times...

About two-thirds (68%) of small business owners say they are now more concerned about their retirement security than they were last fall.