In Practice

In general, fund fees continue to decline, including those of actively managed funds.

Participants in their 50s and 60s are using TDFs more than they have in the past, according to a new...

Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could...

Despite significant progress made in recent years, research suggests millions of working Americans are missing out on the full retirement...

Advisers are increasingly focused on social media marketing, technology that can deliver investment personalization, and cybersecurity.  

Morningstar says there are several factors besides lower income that could contribute to the lower savings relative to other demographic...

Individual and institutional investors were feeling better about market risks before getting a Delta-driven reality check.

Employees surveyed say these benefits contribute a lot to their feeling of financial security, but 83% are at least somewhat...

A new survey shows experience clearly counts when it comes to how comfortable advisers are selling annuity products in an evolving regulatory and economic landscape.

Register now for the October edition of the 2021 Practice Progress webinar series, where we will be looking back over 15 years of adviser industry research, asking how...

As they head into 2022, DCIO sales and marketing units report appreciating stock prices and improved net sells that they expect to continue.

Echelon’s latest merger and acquisition research finds U.S. private equity firms and strategic acquirers are pivoting their attention overseas as...

Several factors will likely drive more mid-market and large plan sponsors to initiate pension risk transfer (PRT) transactions, surveys show.

Though they spent more on marketing overall this year, financial advisers have questions about the return on marketing spend.

A Cerulli Associates report finds recordkeepers expect to beef up their cybersecurity staff.

WIPN leaders and industry partners highlighted important practices when incorporating diversity in an advisory firm.

If you are an adviser who has successfully integrated health savings account planning and investing into your practice, you may want to speak at our upcoming virtual HSA...

Most employers say they are waiting for their financial advisers or consultants to counsel them on the benefit.

However, 20% say they expect to connect via mobile apps and over the phone less when the pandemic is over.

A majority of advisers reached as part of a recurring Nationwide survey increasingly expect merger and acquisition activity to have...