In Practice

A national survey found that more Americans are "very concerned" about the impact of the recession on their personal finances this year compared to last.  

A report from Charles Schwab evaluates the pros and cons of combining a traditional brokerage business and fee-based advisory business.

Fidelity found workplace retirement plan participants are becoming increasingly more engaged in their plans.

The Hartford’s Retirement Plans Group (RPG) has formed a Channel Development team to assist the sales efforts of property and casualty (P&C) agents. 

While men and women participants are turning to asset allocation funds in similar amounts, women are showing a discernable preference for target-date offerings. 

About half of nearly 1,300 advisers surveyed by Curian Capital surveyed feel time management and efficiency will be their biggest challenge in 2011. 

The sampling size was small, but a recent survey found that participants who got financial advice held more funds and enjoyed a higher rate of return than those...

Fidelity Investments reports that nearly one-third of its Roth IRA Conversions executed across its retail and adviser businesses in 2010 occurred during the month of December.

Focus groups conducted by the Center for Financial Security at Boston College showed participants do not appreciate the inherent diversification of target-date funds.

Americans may not be preparing for the unexpected events that can interfere with retirement plans, according to a MetLife Mature Market Institute study.

Thirty-two percent of Baby Boomers are worried they won’t be able to afford the retirement lifestyle they want and they’re not sure how to improve their prospects.

The number of investment professionals at broker/dealers (B/Ds) has stayed at approximately 310,000 over the last few years, and they are aging with no clear source of replacements.

One-third of companies with fewer than 25 employees offer retirement plans, compared to about 80% of companies with 100 or more employees, a report found.  

While the recession led employees to turn their attention to debt management and budgeting, research from Financial Finesse finds that in 2010, they refocused on the future.

Consultants who advise plan sponsors on large-plan service provider selection said "cultural fit" and "brand strength" were two of the most important qualities to look for.

Panelists at the Virtual PLANADVISER National Conference discussed ways advisers should reconnect with plan sponsors and sweep away some of the old cobwebs surrounding retirement plans. 

Despite a lack of major upgrades to adviser-oriented Web sites, a recent report found overall improvements to online tools regarding annuities offered by financial services firms.  

PNC Wealth Management released survey results this Valentine’s Day that show not everything is harmonious with couples in terms of financial concerns.  

Small-business owners are slowly starting to realize that they can’t handle retirement planning on their own, according toE. Thomas Foster Jr., Vice President and National Spokesperson of The Hartford's...

Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends...