Tag: Advice

Baby Boomers and those in Generation Y may not see eye-to-eye on what “good music” is these days, but good financial advice is easier to agree on. 

A new survey finds continued expansion of participant-friendly plan features. 

John Hancock's new “hard wired” program helps advisers understand client behavior, structure client portfolios, and build advisers' businesses, the company said. 

More than half of 401(k) retirement savings plan participants report that their plan has become more important to them since the financial crisis of 2008. 

Allianz Global Investors has created the Allianz Global Investors Center for Behavioral Finance and hired behavioral finance expert Shlomo Benartzi of UCLA as chief behavioral economist.

A new study suggests that many providers are effectively ignoring their own counsel about targeting products, messaging, and communication approaches to distinct demographic segments. 

In spite of stock market rebounds and emerging signs of recovery in various economic indicators, wealthy investors have apparently decided to exercise caution.

Workplace law firm Jackson Lewis has opened its 46th office in Milwaukee, Wisconsin. 

RidgeWorth Investments has launched a fee benchmarking tool for financial advisers who work with plan sponsors.

Scott Holsopple will assume the position of chief executive officer of Smart401k immediately.

Anthony A. James has been convicted of seven counts of mail fraud, six counts of wire fraud, and one count of embezzlement from an employee benefit plan.

Fifty-seven percent of respondents to a survey commissioned by TD AMERITRADE reported they are either a little or far behind financially in terms of preparation for retirement.

Issues related to retirement and rising health care costs continue to rank highest among financial concerns for affluent Americans, according to a recent survey.

Despite recognizing the need to have a plan or saving for retirement, less than one-fifth (18%) of Asian Americans have engaged in a conversation with a financial professional,...

Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...