In Practice

Almost one-third of affluent Boomers cite investments outside their retirement plan as the main funding source for retirement, a survey from Bell Investments found.

Retirees are least satisfied with advice on how to draw down their savings without draining it, a Nationwide survey said.

The popular virtual world of Second Life is on the road to becoming a communication tool in the financial world.

Employer-sponsored IRAs may sound like a good idea for workers without traditional retirement savings programs, but a new study says that federal regulators can’t evaluate the option effectively...

Retirees and pre-retirees lack confidence in making their retirement money last, and only one-fifth have discussed spending in retirement with a financial adviser.

Financial service employees are not more on track with their retirement savings than other people, a study from MetLife found.

Social Security analysis is not accurately portraying when people retire, says a brief by the Center for Retirement Research (CRR) at Boston College.

In a recent survey, financial planning students said they prefer boutique firms.

American Funds and Fidelity are at the top of the asset manager list with registered investment advisers (RIAs).

Broker/dealers are projected to double in size over the next five years and must refine and improve their operations in order to continue success.

A majority of affluent investors, especially those that work with an adviser, do not think their fees are too high, a study from Spectrem Group found.

California’s Assembly voted 42 to 28 for the California Public Employees' Retirement System (CalPERS) to oversee a separate and voluntary investment program for private workers.

A new report says target-date investments of the future are likely to be offered in “multiple flavors″ according to the participant’s risk tolerance.

If you’re looking for a new angle on investments, you might want to pay attention to their politics.

Sales of mutual funds continue to move away from the long-established model of paying intermediaries point-of-sale commissions.

Clients want more than numbers from their advisers.

Because “401(k)″ is likely not being renamed any time soon, advisers might need to find more effective ways of getting around opaque financial terms with the new breed...

AssetMark was the number one rated asset management firm for focusing on advisers, in a recent survey of adviser attitudes toward firms in their client portfolios.

The population of affluent Americans now makes up the top 19% of American households, according to a study by Nielsen Company.

Despite current economic strains, ShareBuilder reports surging sales of small business 401(k) plans.