In Practice

Many retirees have been finding that their expenses are higher than anticipated in retirement, according to a survey released by the U.S. division of Sun Life Financial Inc.

US Fiduciary, Inc. (USF) has rolled out a new pricing strategy for wirehouse advisory teams going independent.

Believe it or not, it actually rains less on weekends.

UBS Wealth Management Americas has announced plans to develop and grow its Corporate Employee Financial Services (CEFS) business.

Most working Americans responding to a recent poll declared they had begun saving for retirement, but didn’t expect to be able to start using the money until age...

Though concerns about their retirement exist, members of Generation X say those concerns are on the backburner while they deal with current financial priorities, according to a recent...

The majority of wealthy business owners have no succession plan in place, but many want to keep working.

Individuals who save more and are more active in managing their retirement savings are less confident in their retirement security and the retirement decisions they make than are...

More employers are allowing workers to joining their 401(k) plan earlier, a new Profit Sharing/401k Council of America` (PSCA) survey says.

A study from asset manager consultant kasina suggests executives are thinking alike when it comes to facing industry challenges.

The likelihood of being a retirement plan participant increases with age, according to the Employee Benefit Research Institute (EBRI).

Annuities in defined contribution plans are gaining momentum as aging baby boomers seek to create guaranteed retirement income streams, according to a report from the Financial Research Corporation...

High net worth individuals are primarily concerned about the safety of their family, but they also have significant concerns about the protection of financial assets such as stocks,...

They say you get what you pay for – but maybe it just feels like you do.

Almost all (91%) financial planner CPAs surveyed by the American Institute of Certified Public Accountants (AICPA) cited retirement as a top personal finance concern of clients.

After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision.

Shifting two hours per week from administrative duties to selling can result in millions of dollars in incremental sales for companies.

As a result of a difference in their length of time in the workforce, women who were older than 50 in 2006 were much less likely to have...

They say you get what you pay for – but maybe it just feels that way.

Investors who add a variable annuity with a lifetime guaranteed minimum withdrawal benefit (GMWB) to a stock and bond retirement portfolio can enjoy pumped up income with less...