In Practice

However, they are very responsible with their budgets, with 53% having an emergency fund

The goal is to motivate more women to become financial advisers through business network referrals.

Given a personal finance survey, participants could answer only half of the questions correctly

Financial advisers almost universally report the use of social media has changed how they communicate with and win new clients; however, they disagree to some extent about the...

EBRI also found not only do individual account assets make up a large portion of families’ financial assets, but those with individual account assets also have substantially higher...

A survey also revealed that among those Americans with access to using retirement savings vehicles, only 46% say they are contributing as much as they would like.

Nearly one in four say retirement planning is a touchpoint for financial stress

By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured...

For most people, saving for retirement does not become pressing until their 40s or 50s, when it may already be too late to craft a realistic retirement income...

The Wells Fargo/Gallup Investor and Retirement Optimism Index remains at a 17-year high, despite a clear uptick in volatility, with the index at +139 in the first quarter;...

With so much uncertainty now overhanging the future of the DOL fiduciary rule expansion, the onus is squarely on advisers, broker/dealers and recordkeepers to decide how they will...

Sixty-three percent of retirement plans now offer them, the Plan Sponsor Council of America found.

IRI President and CEO Cathy Weatherford says financial advisers are uniquely positioned to help Gen X effectively plan for their retirement concerns.

Seventy percent believe their advisers have a responsibility to discuss guaranteed lifetime income products with them.

Working Texas Tech University, Advisor Group has published a new survey examining how young professionals entering the advisory filed think about their current work and future career prospects;...

More than three in 10 have no retirement budget.

Nearly 70% of families where the head of the household is 55 or older carry debt, EBRI found.

The majority believe they will have to work much longer than previous generations, Prudential learned in a survey

A Hearts & Wallets report reveals that of 49.4 million working Americans with less than $50,000 in investable assets, 33 million “wish they were doing a better job...

However, their top three financial fears include health challenges, job loss and market volatility