Search results for: Millennials

Wealth management in high-net-worth families is complicated by relationships, and the vast majority of families believe a session with a financial adviser would benefit their children, a study...

Women are feeling confident and many are taking the lead in making household financial decisions, according to a new study by Ameriprise Financial.

More than half of Baby Boomers polled expressed uncertainty about how much money they will need in retirement.

A majority (80%) of Millennial Americans say the recession of 2008 taught them they have to save “now” to “survive” economic problems down the road.

Is retirement the end of work? Not so fast, say the retirees and those contemplating retirement in a study by Merrill Lynch Bank of America.

On the first day of the PLANSPONSOR National Conference (PSNC) in Chicago, current and former PLANSPONSOR of the Year winners and finalists shared how they define success for...

Millennials continue to be the big challenge for retirement plan participation, Wells Fargo Institutional Retirement and Trust finds.

A pervasive fear of running out of money in retirement is not causing Americans to spend less today, according to Bank of America Merrill Lynch.

Target-date funds are the most popular asset allocation strategy, especially for women, according to data from MassMutual’s Retirement Services Division.

Do-it-yourself (DIY) retirement plan investors are falling behind their peers in meeting certain objectives, suggests a study from Guardian Life Insurance Company of America.

Members of Generation Y (also known as Millennials) are struggling to reach financial security, but that doesn’t mean financial services firms can afford to overlook them.

Investors expect financial advisers to earn and maintain professional credentials beyond the minimum licensing requirements, according to research from the Investment Management Consultants Association (IMCA).

Work will be a part of Baby Boomers’ lives even into the retirement years, a survey finds.

Generation Y and Millennial workers are taking responsible actions for their financial future.

The young and affluent members of Generation Y (a.k.a., Millennials) show a higher use of online brokerage accounts over defined contribution (DC) plans, says a new study.

The generational financial wellness gap is widening as younger workers struggle with debt and a lack of cash flow, according to a new survey from consulting firm PwC...

Men have slight edge over women when it comes to saving at the recommended 10% rate, according to research from Wells Fargo, but people still fall short of...

Traditional broker/dealers are considering more direct, digitally enhanced advice models to meet competitive demands, according to a new analysis from research and analytics firm Cerulli Associates.

A survey shows Millennials are not quite as committed to saving for the long term compared to their Generation X and Baby Boomer counterparts.