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However, a Wells Fargo study also found three-quarters of retirees are confident they can maintain their chosen approach to managing their retirement savings and investments throughout their retirement.

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.

The lawsuit notes that the plan's fiduciary ignored multiple suggestions to hire a professional to manage the plan's investments.

The firm says its latest technology solutions and consulting services will assist advisers and enterprises in complying with the Department of Labor’s fiduciary rule reform. 

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

Even the savviest clients with decades of business management experience can fall into the traps of emotional thinking at certain financial inflection points. 

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.

A traditional 60/40 portfolio is up more than 7% so far this year, while a conservative 20/80 portfolio remains up almost 10% through the first three quarters of...

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.

 

Materials from NAGDCA include a retirement savings journey map and field notes, as well as Social Media designs and information about measuring engagement.

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.

The Department of Labor fiduciary rule will fundamentally change the way companies and financial professionals interact with their clients. 

Thrivent alleges the DOL has exceeded its authority by requiring that the BIC Exemption include a contractual agreement that customers could pursue a breach of contract action and...

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...

Attendees will learn about hours of service; changes in employee status; student participation; and other 403(b) rules.

The revenue procedure updates the comprehensive system of correction programs for sponsors of retirement plans that are intended to satisfy the requirements of the Internal Revenue Code, but...

Mapping Your Future Financial Solutions features extensive flexibility and customization, allowing organizations to meet the specific financial education needs of their audience.