In Practice

Many Baby Boomers think the average monthly payment from Social Security is $500 more than it actually is, a new survey shows. 

Enterprise-level adviser technology providers are just fine with winning new business behind the scenes; two industry executives explain why “traditional advisory firms” should embrace them. 

Women are more likely to have earnings gaps in their careers, live longer than men, and face higher lifetime health care costs, making saving for retirement particularly challenging.

Research from Northwestern Mutual suggests a client’s thoughts about marital status and career ambition are among the strongest determinants of risk tolerance and general financial attitudes.

U.S. respondents to a survey reported higher levels of retirement confidence than previously, and scored well on financial wellness.

When asked how they would divert excess funds if student loans were hypothetically absolved, 31.68% of Millennials said they would save for retirement, according to a new survey.

An analysis suggests discount rates are likely not the driving force behind different funding levels, despite the general belief lower discount rates produce greater liabilities.

Deciding to take lower payments early puts women, who typically live longer than men, at a real disadvantage.

Internal investment product wholesalers are pursuing advanced degrees and designations to improve their image as “knowledge partners” in the eyes of advisers, according to new Cerulli Associates research.

 

A new research report examines key features of the emerging “gig economy,” drawing some important conclusions regarding traditional salary and benefit offerings. 

Germans who received information about retirement and expected pensions increased private savings, researchers found.

Fees are often thought of as the prevailing factor in most retirement investment decisions, but new research suggests the destination of an IRA rollover is determined by more...

A study found that employees enrolled in more than three non-medical benefits are most likely to say they feel very secure in their lives, very confident in covering...

Nearly a quarter of advisers surveyed said the rule may cause them to lose all lower- and middle-income clients.

Fifty-nine percent of Americans say meeting with a financial adviser before the age of 35 is a wise move.

Clients (or potential clients) should not underestimate the power of retirement and health benefits to attract and retain dedicated employees.

Their average balance has jumped from $10,040 last year to $16,380 in 2016.

Given the likelihood of higher expenses coupled to weaker markets and slow-growing wages, one analysis suggests Millennials on average may need to save nearly a quarter of annual...

Nearly two-thirds of Gen Xers are kept up at night thinking about financing their retirement. 

A survey of more than 1,000 financial professionals elicited mixed opinions on the effectiveness and reliability of guaranteed income products such as annuities.