After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision.
People want financial guidance in planning for retirement and they want their adviser to tell them what they should do, but they want to retain personal responsibility for...
More than three-quarters (85%) of participants in 401(k) and other defined contribution plans say they would use general retirement planning services if available.
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...
Although a majority of women (72%) say retirement is their primary investment goal, almost half of them (48%) do not participate in a retirement savings plan and 60%...
Approximately half (51%) of women who work with a financial adviser consider themselves “very financially secure″ in their current situation, while only 31% of those without an adviser...