Search results for: Millennials

An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis fared better than those who didn’t.

Millennials are doing a good job of putting aside savings, but retirement is not the top reason.

 

Far and away the most financially stressed generation of U.S. investors, Gen X is clearly a good target for advice. 

Money issues are sensitive, especially for couples.

Target-date fund investors are absorbing the lesson that both passive and active investments can play a role in retirement portfolios, according  to new research from Voya Investment Management.

Help with student loans joins retirement, health and vacation benefits as a priority.

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.

What are the winning questions that help you winnow candidates, and what are your favorite practices?

The pay gap between college grads and those who stopped after high school is growing.

From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers...

Forty-five percent can meet these expenses, up from 38% two years ago, Fidelity says.

Most cite appreciating family, enjoying life and losing weight as January 1 goals.

Retirement Clearinghouse will guide participants on consolidating accounts.

Lincoln Financial survey probes Americans attitudes toward money and saving.

Retirement specialist financial advisers face a constant stream of regulatory and market change—especially regarding defined contribution plan investment menus.

The financial community agrees that saving for retirement trumps paying for a child’s college education, but nearly half of Americans disagree.

Maybe actual carrots are the carrot. Office workers crave—and appreciate—free snacks.

Aspiring certified financial planner explains what can draw Millennials and other untapped but skilled talent pools to the advisory industry. 

The managing director of corporate relations for the CFP Board says there are many ways to successfully recruit Millennials and Gen Xers into an advisory practice—what matters most...

First-time health savings account usage also increased nicely.