Practice Management

A survey conducted for Putnam Investments found 15 million workers age 45 or over are providing financial support for an aging parent or adult child, and that is...

Two-thirds of America’s youngest workers say they would be “grateful″ and “optimistic″ if their employer automatically enrolled them in the company’s defined contribution plan, according to a new...

Teachers as a group have better savings habits and are more likely to work with financial advisers than the general population, according to a recent study.

Connecting with baby boomers while they are still in their working years is critical to establishing relationships for advisers, according to the third annual Lincoln Long Life Survey...

Last week, the Internal Revenue Service (IRS) unveiled the maximum benefit and contribution limits on qualified retirement plans for 2007, and, for most of the limitations, the increase...

A recent poll of 507 small business (companies with 50 employees or fewer, including one-person, owner-operated businesses) owners or CEO’s/Presidents commissioned by ShareBuilder 401(k) found that many small...

A new report claims that many US households will decide to consolidate their assets with a single adviser in order to better address the challenges they face in...

If you're interested in building out your business to affluent women, consider yourself forewarned.

To help marketers more accurately target the baby boomer generation, the market research firm of Chadwick Martin Bailey (CMB), in conjunction with Arnold Worldwide, concluded a study by...

Is your continuous improvement stalled at the expense of the plan participant?

Front-line experiences to help you experience the normalcy of a "normal" day

Sometimes, tracking your income can be the hardest part of serving the retirement plan market

Advertising prohibitions can snare the unwary

Retirement plan relationships are evolving from a casual give-and-take toward something more formal

Advisers share their favorite providers

Pension reforms pose opportunities, threats for advisers

Recent studies indicate that more than half of participants spend at least some of their retirement savings well before that date.

While there has been a lot of talk the past year about the need to boost participation and deferrals, we don't seem to be making much progress.

The good news is that retirees appear to be quite content with their existing adviser relationships — all the more reason for advisers to establish those connections prior...

More than 13.6 million employees in small, micro-businesses lack an employer-sponsored 401(k) plan today, a Fidelity news release said — a result that may well be the result...