In Practice

The advocacy organization suggests increasing global market volatility is directly tied to “the decades-long push by fiscal conservatives to dismantle public-employee pensions.”

They are adopting more lower-cost and alternative investment vehicles.

Reflecting the change in their own clients’ expectations, more financial advisers say they prefer to receive general thought leadership and market commentary from service provider partners, in lieu...

Even American families with significant assets saved cite stubborn concerns about the potential loss of an income earner and the likelihood of falling short in a longer-than-expected retirement.

Those ages 65 and older feel the most regret about not saving early enough for retirement, while Millennials wish they had a bigger emergency fund.

It’s a simple formula that keeps more than half of advisers primarily targeting Baby Boomers: They have the most money saved and are the most in need of...

“This is hardly the first time regulation will change the way advisers get paid and disclose important information to clients,” one industry executive observes, “so in that respect...

In 1995, workers expected to retire on average at age 60.

Half of Americans with student loan debt say they have delayed contributing to a retirement account.

Retirement prep is generally thought of as a matter of dollars and cents, but new Merrill Lynch research considers an asset even more fundamental to a successful retirement.

This presents an opportunity for advisers, MassMutual says.

Fifty percent of Millennial women think they will have to reduce their standard of living in retirement.

Retirement plan advisers and sponsors should consider the compounding effect on fees when making fee decisions.

Employer-sponsored retiree health benefits are disappearing, an analysis finds.

Franklin Templeton Investments’ DC business leader urges lawmakers and fellow industry pros to take a more holistic view of the U.S. retirement system—and to be thoughtful about planning...

Portfolio management was the second big focus, Fidelity found.

Helping plan sponsors make certain plan design decisions and helping employees make the right savings and investing decisions can significantly increase retirement outcomes, the GAO found.

“Given so many Baby Boomers are retiring or preparing for retirement, it is not surprising that advisers are seeing more of their business dominated by the needs of...

That’s also an indication that they outperformed their category group.

The adviser community is yet to embrace new defined contribution options that contain income features.