Search results for: Millennials

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 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.

The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.

Those in their early 20s carry just half the debt of those in their upper 20s, new analysis shows, but savings rates for both groups are decreasing.

Involving family members in retirement planning brings peace of mind, according to a survey on how families approach future financial needs.

Millennial women show strong interest in personal finance but often lack the confidence to take action alone on investment decisions, a study shows.

Merging the goals of personal and professional finances can improve a business owner’s chances of preparing adequately for retirement, a new report shows.

Growing levels of student loan debt could force today’s college graduates to retire more than a decade beyond the current average retirement age.

Describing Millennials as the “lost generation” when it comes to retirement planning, Financial Finesse has released its third annual report on the state of U.S. employee retirement preparedness.

Social networks are rising in popularity, and texting is so habitual that a majority think it’s OK to do so while on a date.