In response to the market downturn, financial advisers are adjusting how they construct and manage portfolios to meet the income needs of clients living in retirement, according to...
Automatic enrollment has helped some 403(b) plans see participation boosts, but many plans still need to overcome the challenge of getting employees to save.
While most high-net-worth (HNW) individuals are satisfied with their primary advisers, 13% plan to shop around for a new one, according to a study by Phoenix.
The extent to which investors delegate investment decisions to their advisers seems to shape how much investors value the relationship, according to the Investment Company Institute (ICI).
More than half of Gen Y respondents to a recent MetLife study are interested in getting workplace access to financial planners to help with retirement planning.
Almost one-fifth of workers ask a financial adviser how much they need to accumulate to retire, according to the Employee Benefit Research Institute’s (EBRI) latest Retirement Confidence Survey.
Day-to-day expenses might be top-of-mind for Americans, but they are still concerned about having a secure retirement, according to a recent survey from AXA Equitable Life Insurance Company.
Despite generally acknowledging the importance of retirement plans, almost 40% of responding small-business employers do not offer one, according to a survey by SunTrust Bank.
About a fourth of workers losing confidence in their ability to retire have turned to a financial professional to help them, according to a new EBRI study.
Despite experiencing declines in both account balances and confidence, workers are still committed to saving for retirement, according to a new report.