Wirehouses are changing the way they work with investors, advisers, and asset managers in an effort to win back some of the market share they’ve lost to regional...
Only 12% of wealthy Baby Boomers said it is highly likely that their children will attain the same or higher level of wealth as they have, reported a...
Total plan costs for running a 401(k) can vary widely, but for most employers the range between high and low total plan costs is moderate, according to the...
The Dow Jones Affluent Investor Study found that advisers are not touching all the bases with their affluent investor client base, including a surprising percentage in need of...
Strong performance across equity sectors coupled with positive returns in the bond markets helped push total U.S. retirement market assets to an estimated $16 trillion by year-end.
A substantial majority (98%) of affluent women say honesty and trustworthiness are key criteria for selecting financial advisers, the Spectrem Group found.
Being knowledgeable and trustworthy are the most important factors people consider when searching for a financial adviser, the First Command Financial Behaviors Index found.
Never being able to afford retirement is the nation’s most common financial concern for the second year in a row, according to a survey from the American Institute...
Nearly 83% of sponsors in a recent survey said participants are at least satisfied with retirement planning tools available to them; however, 79% also said participants do not...
An MFS survey found 59% of non-retired Boomers agree with the statement, "I'm more concerned than ever about being able to retire when I thought I would."
MFS found the younger generations are somewhat more optimistic in their approach to investing, but there is concern over Gen X/Y's ability to save enough to meet long...
Prudential released findings from a research study, “The African American Financial Experience,” and the results show a demographic largely mistrusting of the financial services industry, with a growing middle...
The Insured Retirement Institute (IRI) found nine of 10 Boomers who own insured retirement products have a higher confidence in their overall retirement expectations than those who do...
The Social Security Statement received annually by workers increases the probability that they will be able to estimate their benefit more accurately by 4.5 percentage points, according to...
Most investors do not have a clear enough understanding of variable annuities (VAs) to appreciate the guaranteed income they can potentially provide, according to the results of a...
Research from SEI found nearly three out of four investors regard "independence" as important, yet many believe it is not a realistic expectation when dealing with wealth management....