In Practice

Less than half (46%) of Canadians get help in financial management from an adviser, according data from Investors Group, a Winnipeg-based financial advisory firm.

Merrill Lynch has launched a new 2007 Focus on Growth bonus program for its 15, 700 financial advisers, through which its advisers will be eligible to receive payouts...

Nearly one-third of Americans say not having enough to pay for health care is the biggest concern facing our nation in retirement.

A new survey has found a notable hike in the number of larger corporate employers offering 401(a) money purchase plans.

The past five years may have been kind to advisers in some respects, but their financial picture may be starting to darken, a new study found.

Nearly one-third (27%) of online investors plan to focus some or all of their end-of-year investment gains on retirement and 22% plan to put them into savings.

The 2006 ShareBuilder Small Business Annual Retirement Trend (SBART) Survey found that 63% of respondents do not offer retirement benefits to their employees and more than half (63%)...

In addition to savings and investment considerations, a new survey suggests that part of a healthy retirement plan will include a consideration of early retirement because not all...

Mandatory retirement will be illegal in Canada beginning Tuesday, and a new survey finds that this will have quite an effect on the Canadian working population.

About seven in 10 advisers surveyed by Fidelity believe their business will be a major beneficiary of the Pension Protection Act (PPA), predicting growth between 10% and 49%...

While the top two income tiers of Americans approaching retirement have comparable assets, those classified in a new study as affluent are still focused on accumulating assets and...

The majority of workers polled by AllianceBernstein admitted they are unprepared or reluctant to monitor and manage their retirement plan investments.

Almost three-quarters of employees (71%) and half of retirees (50%) said they were very concerned about their long-term financial future, according to the latest Principal Financial Well-Being Index.

At a time when many in the retirement services community and some influential lawmakers are up in arms over fees paid by 401(k) participants, the Investment Company Institute...

Approximately half (51%) of women who work with a financial adviser consider themselves “very financially secure″ in their current situation, while only 31% of those without an adviser...

Many Americans may be leaving their retirement savings program on auto pilot, but a majority responding to a recent survey was certain of one thing: they wanted to...

A survey from AARP Financial has found Californians over age 50 report being overwhelmed with too many choices, turned off by complex prospectus language and not sure who...

A recent study has found that lesbian, gay, bisexual and transgender (LGBT) baby boomers have more concerns about long-term care in retirement than the general population.

Seventy-three percent of plan participants surveyed said they are not overly confident in their investing abilities, according to The Scarborough Group, provider of investment advice and allocation management...

Baby Boomers may not have been the best role models when it comes to retirement savings, and the overwhelming majority recognizes that and wishes they had done better.