Financial advisers in the Midwest might have “happier″ clients.
Last week, I attended a media briefing sponsored by BGI titled “Restoring Confidence: Saving the Future of Retirement.″
401(k) balances aren't the only things that are down.
The number of Generation Xers (ages 27 to 42) who are unprepared for retirement is dramatically on the rise, according to a study commissioned by Scottrade.
Baby Boomers continue to consume and use more social technologies, and retirement-focused sites are taking up the opportunity.
Eight in ten of those in a recent MetLife poll said they place more importance on guarantees and the stability of their investments than on the level of their investment returns.
Advisers are divided over when the recession will end—but meanwhile, many of them are seeing retired clients change their investment strategy and are picking up new clients, according to a Charles Schwab survey.
Nearly nine out of ten surveyed African Americans acknowledge they do not have a professional financial adviser, according to a survey by Nationwide.
Transamerica Retirement Services said it has launched a program to help retirement plan participants weather the financial storm, create a successful investment plan, and regain confidence in their financial future.
vWise Inc. has announced the launch of its new SmartPlan Advisor system.
Upscale retailer Saks has joined a host of U.S. employers in suspending its 401(k) match as part of a broad $50-million to $60-million cost-cutting campaign that includes axing about 1,100 jobs.
A survey released Wednesday finds Americans with deep-seated fears about how the nation’s current economic turmoil will impact their retirement.
The latest U.S. Treasury Department treatise on Social Security reform suggests increasing both the early and normal retirement ages would help encourage more Americans to stay in the workforce.
As 403(b) plan sponsors and advisers have prepared for new Internal Revenue Services regulations in effect as of January 1, no doubt communications with participants about the new environment have begun, but have you told them everything?
Fiscal fitness, not physical fitness, is a slightly higher priority for younger adults than for older adults, according to a survey commissioned by Union Bank.
Advisers could take note that members of Generation Y might like to make their own investment decisions, but they are also interested in more sources of financial information than other generations.
Younger workers are aware of the importance of saving for retirement, but it just seems so far away, they say as they cash out their 401(k)s.
An overwhelming 85% of surveyed members of Generations X and Y think it’s a good idea for employers to voluntarily enroll workers in a retirement savings plan, according to a new study.
How well your clients can handle change is going to affect how they should prepare for retirement.
Every day, we come across magazine, newspaper, and other media stories that focus on the savings shortfall Americans are already experiencing—and will continue to experience as they head into retirement.