A financial industry "insider" and a communications professional "outsider" gave actionable ideas on tackling a social media strategy at the ASPPA 401(k) Summit in Las Vegas.
Merrill Lynch hosted a Webcast this week called, “It’s Your Future: What Young Americans Need to Know About Retirement,” hosted by former ABC News anchor, Charles Gibson.
Perhaps it’s because they’re less likely to have a mortgage or other financial burdens, but Gen Y defines “financial success” as putting money aside for long-term goals, whereas...
Forty percent of millionaires expect a call-back from their financial adviser within two hours, according to Spectrem Group's “Millionaire Investor 2010” survey.
While nearly half (48%) of workers are aware of the amount of money they need to set aside to comfortably retire, less than a third (30%) believe they...
A public opinion research report indicates Americans think the recession revealed the flaws in the current retirement plan landscape and the government should make it easier for employers...
Charles Schwab's latest independent investment adviser survey found 56% of advisers classify themselves as “bulls,” while only 10% see themselves as “bears.”
Investment consultants, expecting lower capital market returns and more volatility, support broader asset diversification and custom target-date strategies for defined contribution plans.
Confidence in investment decisions among women is much lower than men and the gap is widening, a MassMutual poll of retirement plan participants found.
linkedFA and McGraw-Hill Professional will be presenting a series of Webinars to educate financial professionals on how they can use social media compliantly.
Wells Fargo and Gallup have released their Investor and Retirement Optimism Index, which shows retired Americans are twice as optimistic as the non-retired.
Seventy-two percent of pre-retirees and 55% of retirees are calculating the effects of inflation on their retirement planning, according to the Society of Actuaries (SOA).
An Aviva survey found more than half of Americans expect to work past their expected retirement age; giving the U.S. the highest percentage out of ten countries surveyed.
Speaking on a Webcast sponsored by Principal Financial Group, James Delaplane, a partner at Davis & Harman LLP, examined the three major regulations coming out of Washington this year,...
Client-facing professionals (brokers, advisers, agents, and bankers) are the most trusted source of information in the financial services industry, according to a recent survey.