In Practice

The Baby Boomers are the only group who like their name.

A FRC report predicts that the market for assets rolled over from employer plans should approach $500 billion by 2013.

A recent survey of small business owners by SurePayroll found that only one-third of small businesses currently offer 401(k) plans to their employees, and 45% of small business...

They aren’t jumping up and down about the market conditions, but independent advisers think we’ve seen the lowest point, according to a Schwab Institutional study.

Defined benefit (DB) retirement plans are a less costly benefit for employers than a defined contribution (DC) plan, according to research from the National Institute on Retirement Security...

More than four out of 10 households statistically at risk for not having a large enough retirement nest egg—and who will be in serious trouble when health care...

Fidelity says its participants are more inclined to save amid current market woes.

Every day, we come across magazine, newspaper, and other media stories that focus on the savings shortfall Americans are already experiencing—and will continue to experience as they head...

Failure to return phone calls was the most common reason for high-net-worth (HNW) individuals to leave their financial services company.

An Aon study found that workers trying to keep their standard of living when they retire will need to be able to generate from $15,000 to around $185,000...

A report from Deloitte Consulting found that the number of employers with auto-enrollment and easy enrollment features is on the rise.

Nearly one-fourth of plan sponsors surveyed by Mercer express a lack of confidence that fees associated with their 401(k) plans have been properly disclosed.

In a recent survey by Cowden Associates, 25% of defined contribution plan sponsors reported not having an investment policy statement (IPS).

An SEI poll released yesterday found that many advisers think they could do more for their clients in the realm of tax management.

The growth of the dually registered adviser mirrors a trend toward incorporating more financial planning in the adviser industry.

You may put out a lot of fires every day, but odds are the public doesn’t appreciate it.

Standards investors have for their advisers differ greatly from the standards advisers are obligated to deliver, according to Cerulli Associates.

More bank brokers are selling fee-based products, but those sales are not boosting bank revenues, according to a study.

Think rising health care costs or the potential decreasing of Social Security benefits is the biggest threat to your client’s retirement security? You’re in the minority.

Since 2006, the average number of annual deals among registered investment adviser (RIA) firms rose 37% in the last two years, to 48, and the increase in acquisitions...