Tag: Advice

A 2011 third quarter survey by Financial Finesse finds U.S. employees are more aware that their financial future is in their own hands, with less help from government...

According to a report from HSBC, many Americans are unwilling to allot enough time to long-term financial planning, leaving them at risk for a fiscally challenging retirement.

The latest report from Hearts & Wallets contends that more wealthy investors are questioning the value of professional financial advice as a result of their shrinking assets.  

I recently found myself driving in an unfamiliar city without the aid of a GPS (global positioning system).    

Four in ten pre-retirees between the ages of 56 and 65 who took Metlife’s “Retirement Income IQ” quiz believe that they will...

In an effort to meet the “war for talent” head-on, Bank of America Merrill Lynch is rolling out a series of enhancements to its 401(k) and other financial...

We spent some time this past weekend getting my eldest daughter squared away in her new apartment.   

The site will help individuals and small businesses manage their of 401(k) retirement investment decisions.

Since 2010, the use of technology for investment information has risen dramatically, according to a survey by Hearts & Wallets.

A guide from the Principal Financial Group provides an in-depth look at how advisers can help plan sponsors develop a retirement plan with the least amount of risk....

According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a...

An SEI Quick Poll reveals nonprofits are adding new asset classes to portfolios in an effort to protect themselves against ongoing investment volatility.

The Employee Benefits Security Administration (EBSA) will host a Webcast on the importance of saving geared towards college seniors and new entrants to the workforce.  

The latest Principal Financial Well-Being Index finds workers who use the help of financial professionals are more confident in the adequacy of their retirement savings than those who...

GuidedChoice has launched Retirement Readiness, a solution that allows retirement plan participants to see how prepared they are for retirement and helps them take action to improve their...

More than half (55%) of advisers say the most valuable service they provide to clients in or near retirement is helping the client maintain perspective and think clearly...

MetLife Resources has launched a redesigned Web site to help plan sponsors and participants better plan for retirement. 

Fifth Third Bank announced changes to its retirement planning site in response to feedback it collected through surveys, focus groups, and other interactions with its 401(k) clients.

The PNC Financial Independence Survey found only 18%  of Gen Y members are confident they will have enough money to live comfortably when they are ready to retire.

A study from the National Bureau of Economic Research (NBER) found that providing peer information increased retirement savings of non-unionized recipients but decreased savings of unionized recipients.