In Practice

With Hispanic and black Americans leading the way, surveyed consumers resolve to save and invest more in the New Year.

Fidelity reported that more than a fourth of companies that cut their 401(k) match are now reinstating the match programs as the economy shows signs of recovery.

The recession has been a wakeup call for some Americans, as 18% of those surveyed plan to save and invest more in the future, according to a new...

Large U.S. employers are continuing to shift significant health coverage costs to retirees or exiting sponsored retiree health benefit programs altogether, according to Towers Perrin’s 2010 Retiree Health...

Asset managers are using more creative methods such as social networking to reach financial advisers, according to Cerulli Associates.

Regular employer-sponsored retirement seminars motivate more employees to participate in and contribute to company 401(k) plans, according to a study published in Economic Inquiry.

In a Webinar today, Mellody Hobson, president of Ariel Investments, said 401(k) plan sponsors should pay attention to the savings differences among minorities.

Pre-retirees and retirees want to pay more attention to their investments and retirement plan, and trust a financial professional to help, according to a survey by Prudential Financial.

Women feel less confident than men in their investment knowledge—but the financial crisis has motivated some to seek out more information, according to a Scottrade poll.

A survey by OppenheimerFunds suggests advisers might have an opportunity to help women save for their children's college costs without sacrificing their retirement savings.

More than other age groups, Generation Y is increasingly interested in asking for guidance from a financial adviser, according to a MetLife survey.

A new study in three countries found that sending a simple text message can remind individuals to save.

The typical adviser receives more than 100 e-mails, mailings, wholesaler visits and internal sales desk calls every month from product providers—and that’s just from the firms they work...

Financial advisers might face challenges to help pre-retirees rebuild their savings, as most pre-retirees are not putting away more money or spending more time with their adviser.

Brokers are switching firms at a slower pace, and the largest number still go to another wirehouse firm rather than a new advisory channel, according to the Discovery...

Half of employers now offer workers outside investment advisory services, including advice, guidance, and/or managed accounts, according to Hewitt Associates.

The recent economic turmoil brought great change to the markets, but a recent survey by a defined contribution plan consultant indicates most of its clients and prospects came...

Bank of America Merrill Lynch Retirement & Benefit Plan Services' quarterly report on plan and participant activities within its proprietary 401(k) business found 60% of participants started or...

A new report predicts that rapid growth will restructure the asset allocation and packaging of target-date products and that target-date and target-risk retirement vehicles will attract 80% of...

Nearly half (49%) of 63 surveyed CFOs at financial services firms said their companies are reducing employee bonuses in the next six months, according to Grant Thornton LLP.