In Practice

According to Cogent Research, institutional investors are more concerned about an asset manager's stability than its performance record.

A survey from The Principal finds that non-qualified deferred compensation (NQDC) solutions continue to be viewed by employers and participants as a valuable benefit.

In its “Advisor Assets in Motion” report, Cogent Research found nearly 50% of advisers are not winning as many rollover assets as they could be.  

The Newport Group opened a client service center in Dallas to support its growing deferred compensation and executive benefits business services.

The Employee Benefit Research Institute (EBRI) found men and women are equally likely to say they (and/or their spouse) have saved for retirement or are currently saving for...

Vanguard research shows that defined contribution (DC) savings for most participants continued to grow over three- and five-year periods, even during the turbulent years of 2008–2009.

 MFS Investment Management's Investing Sentiment Survey found several disconnects between what advisers think investors feel, and what investors are actually feeling. 

A survey from Capital One Bank found that more than one-third (37%) of Americans plan to spend all or part of this year’s refund.

Seventy-nine percent of respondents to a Charles Schwab poll cite charitable giving as a priority, outranking a surprising number of other priorities.

In a Webinar discussing the power of real-time marketing on social media platforms, authors of a new book asked the financial industry–why are we so behind? 

Fifty-five percent of plan sponsors say they have no plans to adopt automatic enrollment in 2011, according to a recently released survey.

3(21) limited scope investment advisers are used more frequently than 3(38) outsourced investment advisers, according to a Grant Thornton survey.

Russell Investments' quarterly Financial Professional Outlook found 75% of advisers predict 2011 to be a year of substantial growth.  

Half (51%) of advisers agree that having a fiduciary standard is an “extremely” or “very” big differentiator when attracting new clients, according to ByAllAccounts, Inc., an account aggregation...

The majority (55%) of Gen Yers have not started to save for retirement, and fewer than a quarter (21%) are actively planning for retirement, according to Scottrade.

Many Americans believe that those who work for the government get better retirement benefits than those in the private sector, a recent survey shows.

Thirty percent of plan sponsors hope to reinstate previously eliminated or reduced matching contributions during 2011, according to a study.

Defined contribution plans using automatic enrollment increased plan participation rates by nearly 30%, according to a study, but the contribution rate at enrollment is too low.

Working Americans are a lot less confident about their retirement prospects, according to a new report. 

Fidelity Investments' fourth Millionaire Outlook survey reveals 42% of millionaires do not feel wealthy, compared to 46% who said they didn’t feel wealthy in 2009.