Search results for: Millennials

The emergence of digital technology and increasingly connected investors has the potential to unsettle the dynamics of the financial advice industry, according to a Celent report. 

Retirement plan participants who receive regular advice from a financial professional are more aggressive and engaged when it comes to pursuing individualized savings targets, a new study shows.

Thirty-six percent of Americans polled have not saved any money for retirement, according to a new Bankrate.com report.

Automatic enrollment and deferral escalation features are quickly becoming the top tools for advancing retirement plan participant savings under the defined contribution paradigm, according to Cerulli Associates.

Only 18% of advisers surveyed target Gen Y clients, and 57% prefer new clients with assets of more than $250,000, according to The Principal Financial Well-Being Index: Advisors. 

Financial worries are keeping people up at night, according to a Harris Poll.

The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.

Experts in health care and retirement are concerned that the federal government is seeking new sources of tax revenue, says an EBRI report.

Many Americans have concerns about finances, particularly whether they are saving enough for retirement, according to a new survey from The Harris Poll.

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.

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.