In Practice

However, only 33% are confident about their retirement readiness.

Nearly three-quarters (72%) of respondents to a TD Ameritrade survey indicated they do not believe Social Security will cover their spending in retirement, and 51% said they do...

The 2018 Retirement in America Survey from First National Bank of Omaha found 69% of people not yet retired have not calculated how much money they will need...

The Spectrem study found 59% of investors said their adviser understands Social Security benefits, while 47% said their adviser is knowledgeable about Medicare.  

They are also not interested in robo advisers, preferring to work with financial professionals in person.

HealthView Services' Retirement Healthcare Cost Index shows a healthy 66-year-old couple retiring today will need 48% of their lifetime Social Security benefits to address total lifetime health care...

Only 31% of those between the ages of 22 and 35 are saving for retirement.

Gen Xers are in a much better financial place, with many having paid down their student loans. This is enabling them to focus on retirement savings.

Twenty-one percent of workers expect that working in retirement will provide them with a major source of income, but this is only true for 9% of retirees.

When it comes to trusting a financial services firm, consumers first want it to secure their personal information; secondly, they expect it to deliver high-quality customer service.

How retirement plan advisers need to function as business owners in order to grow their practices.

Significant transformation is happening in the small business retirement plan market; what does this mean for the fiduciary adviser community?

In order to remain relevant, speakers said, the retirement plan industry must become more diverse.

They are worried about longevity risk.

Their use of an adviser acting as a plan fiduciary has increased by 40% in the past four years, according to the Plan Sponsor Council of America.

It has become more common for plans with upwards of $20 million in assets to go through a formal RFP process to find a new adviser, but it...

A report from Healthy Capital suggests a combination of managing health conditions and purchasing staggered annuities can help fund health care expenses in retirement, but concedes that the...

A survey by OneAmerica indicates roadblocks in affording financial adviser services. 

The importance of hiring the right people and managing their functions efficiently.

The importance of measuring return on investment and addressing participants’ short-term needs.