In Practice

While many high-net-worth Americans vow to make financial planning decisions without the aid of an adviser, a growing number admit they’re relatively clueless about investing.

Despite the fact that the majority of high-net-worth individuals say they are extremely secure with their long-term wealth, their primary financial concern is their retirement security.

Daughters are more than twice as likely as their mothers to enter retirement steeped in debt of $25,000 or more and be forced to work far longer than...

Despite all the recent attention to, and discussions about, phased retirement for Baby Boomers, a new study indicates some employers aren’t jumping for joy about the prospect of...

Every adviser needs to think about what they are known for and what they would like to be known for.

By any measure, it’s tough being a parent– but are today’s parents doing a better job than their parents did?

The best reason to buy immediate annuities is guaranteed income, but the lack of growth and flexibility opportunities remains a downside.

Are you getting a fair reward for your labor and risk?

What is your value proposition?

Participants in retirement plans at The Vanguard Group who opted to take advantage of the Roth 401(k) in its first year have tended to be those more likely...

About half of small business employees (49%) who now belong to a workplace retirement plan say they would stay away from a potential employer not offering such a...

Communicating with plan participants via a Web site may still be the “in″ thing, but a recent study indicates that plan providers’ Internet efforts are still far from...

Edward Jones ranks highest among 10 financial investment firms in satisfying their financial advisers, receiving particularly high ratings from advisers in support, people and firm performance.

The first of seven ineffective habits of retirement plan advisers.

Whether you are a Mom, are married to a Mom, have, or had a Mom (hopefully that covers everyone), odds are you’d agree with the statement that their...

A quarter of financial advisers who do not now sell 529 college savings plans intend to start offering them as a result of the Pension Protection Act (PPA).

According to Fred Reish, there are three main components to a successful retirement plan.

Most investors still do not understand the difference between stockbrokers and financial planners.

Why do most not save enough for retirement?

Australia has a private savings system that, by all accounts, is working to the benefit of savers and financial advisers alike – but it doesn’t seem to be...