Sixty-one percent of financial advisers responding to Schwab Institutional's most recent Independent Advisor Outlook Study said having sufficient retirement savings to maintain their desired lifestyle is a constant...
Two-thirds (67%) of individuals who rolled a balance over to a personal IRA did so using a professional adviser, says a new report from Spectrem Group.
Only 16% of respondents surveyed by Thrivent Financial Services for Lutherans said they had undertaken a formal retirement planning process with an adviser, though 34% said they had...
Seven out of 10 respondents to a recent poll said they would be moderately or very interested in one-on-one financial planning if offered through their employer and nearly...
An increasing menu of product choices and the growth in number of independent registered investment advisers (RIAs) are driving product providers to be more consultative, according to the...
Only one-third (34%) of workers in a recent poll by Robert Half Management Resources said they plan to quit work entirely when they are ready to retire.
A new report calls for asset managers to create initiatives that are more effectively tied to a firm’s brand and market position as understood by the adviser, providing...
The registered investment adviser (RIA) market will continue to experience rapid growth in the next five years says a new study from the Pershing Advisor Solutions LLC unit...
The use of brokers by institutional investors to execute single stock trades is gradually becoming defunct, giving way to more cost efficient electronic and portfolio trading systems, according...
More than half (56%) of employees say they are financially worse off this year than they were last year, and 30% say they are one major setback away...
Americans need to add a fourth leg to the traditional “three-legged stool″ paradigm to properly prepare themselves for life after their full-time work lives come to an end,...
A research paper authored by a trio of university economists argues that most of the concerns that Americans’ retirement savings are insufficient to pay for their golden years...
Fidelity Investments snagged the top overall spot in Kasina’s ranking of defined contribution plan Web sites for participants, while the Vanguard Group came in first for plan sponsors.
In-plan investments that provide guaranteed income should be used as part of an overall allocation strategy, garnering only about 15% to 30% of a deferral, said Joseph Eck,...
More than eight in ten (83%) 401(k) participants acknowledged they actually do not know how much they pay in fees and expenses associated with their plan.