In Practice

Market volatility poses a real challenge for advisers working to keep clients focused on longer-term goals.

Despite economic hurdles, the majority thinks they will “make it” financially.

Nearly one-quarter of Millennials learn about investing in school.

The Government Accountability Office was asked by Congress to examine how disparities in life expectancy and income between different segments of the working population impact the retirement income...

The Institutional Retirement Income Council suggests that today’s structured retirement income products are far more portable and accessible than is commonly understood by plan sponsors. 

More than half of respondents to a survey said they plan to spend about the same on housing in retirement as they do now.

We’ll have more information on the 2016 PLANSPONSOR Retirement Plan Advisers of the Year in the upcoming print edition and online soon, but for now you can get...

Financial education programs are the most successful when tailored to the unique concerns of the workforce.

There is a strengthening push for more self-directed investing, especially among male investors labeling themselves as “anxious.” 

A strong majority of investors surveyed by Financial Engines believes advisers should be legally required to provide “non-conflicted advice” in retirement planning contexts.

It may seem obvious what financial help each generation needs, but when employers ask employees what they need, they may be surprised.

In addition, a survey found, spoiling children is hurting parents' finances.

Protecting aging clients is advisers’ foremost ethical concern.

Even if they are earning little, they need to start saving for retirement early on in life.

When reviews do take place, they often fail to focus on participants’ retirement outlook.

Millennials are saving more money than any other age group, with 62% stating they are saving more than 5% of their incomes, according to a Bankrate.com survey. 

Although retirement assets were $24 trillion at the end of both years, the makeup of the market changed.

Confidence is in short supply among women in the profession, say female advisers.

The more advisers lean on misperceptions about how women approach investing, the more difficult it can be to engage them.

More than three of every five dollars invested in a target-date mutual fund or CIT is controlled by one of only three financial services firms, research found.