In Practice

A survey by PurePoint Financial shows Americans have concerns that one would think would drive them to start saving or save more.

With one-quarter of a century until the first of them turn 65, Millennials very much view themselves as "on their own" with regard to retirement income, according to...

Investors are not good at predicting market corrections big or small—but that doesn’t mean they can’t take concerted action to prepare for tougher times. 

A poll found most Americans think Medicare or health insurance will cover the costs.

The latest U.S. monthly product trends report from Cerulli Associates compares the approaches to client service and practice leadership adopted by men versus women advisers.

In-plan lifetime income options can secure certain benefits participants may not find in retail solutions, suggests a new study by TIAA.

Despite confidence in their level of retirement savings, 46% of Millennials surveyed indicate they have a significant amount of debt, and 43% report they cannot afford to pay...

A new study by Allianz shows Americans are generally concerned about retirement, but different generations can learn from Boomers who are growing more frugal. 

Among this group, 55% say it is because of increasing revenue.

They are focusing on their fiduciary responsibilities by moving to lower-cost investment options.

LIMRA finds that consumers want a one-stop-shopping approach to financial advice, which allows them to receive guidance on all aspects of their financial life from a single source.

Seventy-three percent of parents agree with the statement, “I’d be willing to delay my retirement to pay for my kids’ college education.”

Forty-four percent of single people are saving for retirement, compared to 63% of married people.

At the same time, employees in ESPPs are using company stock to address financial wellness needs.

In addition, more than one-quarter of recent retirees say life is worse because of income and cost of living.

In conversation with PLANADVISER, cybersecurity attorney and former SEC staffer Marlon Paz suggests it is absolutely essential for advisory firms to have a senior executive “not just appointed...

Retirement plan advisers work closely with recordkeepers and third-party administrators, and as in the recordkeeping market, there are significant and persistent pressures reshaping the TPA landscape. 

PwC says there is a great need for financial wellness programs, as 53% feel financially stressed, and that this costs employers with 10,000 workers $3.3 million a year...

Despite the generally positive perceptions of the benefits of guaranteed lifetime income, only one in four survey respondents age 45 and up plan to purchase an annuity. 

It had sunk to an all-time low in 2016.