Investors in loaded mutual funds underperform their own funds' reported returns by three times as much as no-load fund investors even though the load investors are paying for...
Families with college-bound children who work with a financial adviser are on their way to being able to pay 47% of their college costs – significantly better than...
Three-quarters of high net worth (HNW) individuals point to retirement planning as their most important financial activity – calling the process “absolutely essential″ or “very important,″ a new...
Just over one in 10 American workers (11%) said they plan to cut back their retirement plan contribution rate as part of a general belt-tightening during the holiday...
Participants using an advice product in 401(k) plans administered by Schwab Corporate&Retirement Services earned an average 3% higher return than those who did not, according to new data.
Automated retirement plan features such as automatic enrollment are driving up 401(k) plan participation rates at U.S. companies, according to Diversified Investment Advisors, Inc.
As Baby Boomers retiree, advisers and broker-dealers must decide how they will differentiate themselves and deliver an efficient retirement income program.
Although all advisers plan to increase their use of managed accounts, registered representatives at broker-dealer firms are twice as likely to plan on doing so.
In one year, the number of employer clients offering at least one auto-savings tool, automatic enrollment or automated savings increases, nearly tripled to more than 30,000, according to...
Nearly half (40.5%) of widows say they rely on financial advisers for investing advice, more than double any other female demographic group, according to The OppenheimerFunds, Inc. 2007...