A new survey found that 43% of non-retirees said debt affects their ability to save for a comfortable retirement “a great deal,″ while 32% of non-retirees said debt...
Affluent active savers are much more optimistic about their ability to reach their financial goals and their control level towards their finances than they are about the state...
Although nearly all (95%) consumers would have to change their lifestyle if they lost part of their family’s income for three to six months, only about half reported...
The assets owned by high net worth individuals (HNWI) reached $50 trillion in 2007, according to a study of the global private banking and wealth management market by...
New research conducted by Harris Interactive on behalf of Longevity Alliance shows Baby Boomers’ worries over retirement savings have increased as economic indicators continue to trend downward, but...
The number of fee-only financial advisers has been relatively flat in recent years - there are 10,466 Securities & Exchange Commission registered fee-only financial advisers – but the...
A report from Cerulli Associates suggests merger and acquisition (M&A) activity among financial firms has spurred growth of the managed accounts market, and in some cases, this growth...
Assets in employment-based defined contribution plans (typically 401(k) plans), individual retirement accounts (IRAs), and Keogh plans are concentrated in families with high family income and higher net worth,...
Although the majority of people think about what they will need to have saved for retirement, there is confused about how to determine what their lifestyle in retirement...
Nearly half (46%) of pre-retirees and more than one-quarter (28%) of retirees who use financial advisers surveyed reported that neither they nor their adviser have developed a formal...
Plan sponsors may say they are comfortable with fee disclosure efforts as they exist now, but a new study asserts that many of them are racked with under-the-surface...
Many employers who have followed the trend of moving from defined benefit to defined contribution retirement benefits have also beefed up their DC offering, but it is still...
A new MassMutual study finds that plans using automatic features such as enrollment are apparently not be driving away participants with their auto deferral rates.