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Although qualified annuity sales are increasing, most of them are coming from IRAs, not 401(k) distributions.

Households that work with financial advisers are saving more and are on track to replace more income in retirement than those that do not.

The average 65-year-old couple needs an estimated $215,000 to cover health care costs in retirement, $15,000 more than was predicted last year, according to research by Fidelity Investments.

Younger participants are more likely to want advice about in choosing their investments, but those in the $50,000 and under income bracket are the most likely (37%) to...

We live in an uncertain world...

A new study offers powerful evidence on the importance of listening.

More than two-thirds of major mutual fund companies have negative customer loyalty scores, according to a recent study by Cogent Research.

Morningstar, Inc. introduced Principia Asset Allocation, a new module for the financial planning resource that helps advisers create individualized asset allocation strategies based on a client's personal circumstances,...

The main reasons millionaires turn to financial advisers are to get a recommendation from a trusted person, to reach a certain level of wealth, and to start planning...

Mercer HR Services has announced it will use the technology of Wealth Management Systems, Inc. (WMSI) to enable former retirement plan participants to easily rollover assets into an...

For now we see through a glass, darkly.

Although conventional planning models often use replacement rates of 70% or 85%, a new study says that the vast majority of Americans are not coming close to achieving...

As retirement looms, products to help savings last come to the fore.

However, their sense of the next six months for other economic indicators is mixed.

Odds are—no pun intended—you’ve been handed (or e-mailed) an NCAA Division 1 basketball grid this week.

More than half (58%) of workers participating in a 401(k) plan said they would like a salary increase over a higher employer matching contribution to the retirement plan.

Who makes the financial decisions in affluent households? Depends on who you ask.

The good news is, Congress is beginning to take a hard look at 401(k) fees.

The good news is, Congress is beginning to take a hard look at 401(k) fees.

If your email has been as plagued with stock “tips″ as much as mine, you’ll be happy to know that the SEC is on the case.