In Practice

Although some retirees face catastrophic health care cost in retirement, EBRI found that most don't.

EBRI questions whether retirees are just determined to preserve their assets or whether they need more education about spending assets in retirement—both have implications for retirement plan advisers...

A new analysis published by MetLife examines employers’ and employees’ attitudes towards automation and its role in the workplace—including how changes in technology could impact compensation and the...

Forty percent of single retirees overall do not think their savings will be enough if they reach age 90.

This is particularly high among Gen Z (69%), Millennials (64%) and Gen X (66%), a survey found.

However, only 35% of advisers have worked with their clients to develop formal retirement plans.

Health care costs, especially, come with sticker shock

However, asked if they would prefer to be left to their own devices to invest or have their employer provide them a set retirement paycheck for life, 58%...

Bruce McClary, vice president of communications at the NFCC, said men have the highest levels of financial confidence, but are less likely than women to reach out for...

Almost half of advisers who left their firm moved along with a larger team in 2017, versus 34% in 2012, according to data shared by Fidelity Clearing and...

Many Baby Boomers have not saved enough, a survey found, and many are also not thinking of important elements of a plan for retirement.

More than 60% of advisers polled by Cerulli Associates agree that client demand for “financial planning” is increasing; at the same time, broker/dealers are refining their digital planning...

Sixty-three percent of workers between the ages of 26 and 64 participated or had a spouse that participated in a retirement plan in 2014, according to the ICI.

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