Search results for: Millennials

Financial worries are keeping people up at night, according to a Harris Poll.

The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.

Experts in health care and retirement are concerned that the federal government is seeking new sources of tax revenue, says an EBRI report.

American adults under age 30 favor cash and other lower-risk assets, even as the basis of a long-term investment strategy, according to new research.

While Millennials are very focused on retirement-related issues, these employees still need to create a strategy for long-term retirement success, according to a survey from the Transamerica Center...

Many Americans have concerns about finances, particularly whether they are saving enough for retirement, according to a new survey from The Harris Poll.

Workplace benefits focus on older employees’ needs, even though Millennials exhibit the greatest number of financial challenges, a survey says.

Wealth management in high-net-worth families is complicated by relationships, and the vast majority of families believe a session with a financial adviser would benefit their children, a study...

Women are feeling confident and many are taking the lead in making household financial decisions, according to a new study by Ameriprise Financial.

More than half of Baby Boomers polled expressed uncertainty about how much money they will need in retirement.

A majority (80%) of Millennial Americans say the recession of 2008 taught them they have to save “now” to “survive” economic problems down the road.

Is retirement the end of work? Not so fast, say the retirees and those contemplating retirement in a study by Merrill Lynch Bank of America.

On the first day of the PLANSPONSOR National Conference (PSNC) in Chicago, current and former PLANSPONSOR of the Year winners and finalists shared how they define success for...

Millennials continue to be the big challenge for retirement plan participation, Wells Fargo Institutional Retirement and Trust finds.

A pervasive fear of running out of money in retirement is not causing Americans to spend less today, according to Bank of America Merrill Lynch.

Target-date funds are the most popular asset allocation strategy, especially for women, according to data from MassMutual’s Retirement Services Division.

Do-it-yourself (DIY) retirement plan investors are falling behind their peers in meeting certain objectives, suggests a study from Guardian Life Insurance Company of America.

Members of Generation Y (also known as Millennials) are struggling to reach financial security, but that doesn’t mean financial services firms can afford to overlook them.

Investors expect financial advisers to earn and maintain professional credentials beyond the minimum licensing requirements, according to research from the Investment Management Consultants Association (IMCA).