In Practice

Whether people work with an adviser has an impact on how they assess their own confidence in retirement, says EBRI’s latest data.

Financial wellness needs can be age-based, income-based, or based a number of other factors, so any financial wellness solution needs to address the broad spectrum of needs, says...

Financial research firm DST kasina finds only a minority of asset managers are fully leveraging the data they collect about financial advisers and their clients.

Transamerica attributes this, in part, to more institutions using plan advisers.

Cerulli anticipates a continuing move to robo-advisers and changes in insurance company product fees.

Expense ratios for equity, hybrid, and bond mutual funds dropped in 2015 to the lowest level in at least 20 years, ICI says.

Advisers can play a major role in helping women by providing a fact-based estimate of their long-term care costs and setting up plan to pay for those costs.

A single basis point drop in the average U.S. retirement plan fee may not seem that significant, but magnified across hundreds of billions in assets it represents an...

A Lincoln Financial survey found a significant decline in participant engagement and a sharp rise in instinctive decisions.

About three-quarters of advisers in a Fidelity survey are anxious the DOL fiduciary advice rule will affect how they do business.

More than half of Americans said in a survey they have less than $10,000 saved for retirement.

Those who rolled money over with the help of an adviser were more likely to have a comprehensive retirement plan.

Investors are clearly feeling stressed out by the markets and their wider retirement savings outlook—but they’re also showing an impressive amount of restraint when it comes to managing...

Employers increasingly view managed accounts as a powerful talent attraction and retention tool.

Only about one-quarter of Generation X is highly confident they will have enough money to support themselves throughout retirement.

Researchers created a 15-year database of advisers from FINRA’s BrokerCheck.

Sometimes it just takes a little insight to dispel a lot of fear and uncertainty—especially when it comes to financial planning and the future cost of health care. 

Participants who engage with a financial professional have better results than those who just use online tools.

Can advisers predict which investors are more likely to sell in market downturns?

Half are positive about their financial futures, up from 46% a year ago.