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Cheating on your taxes is bad - almost as bad as cheating on your spouse.

Sooner or later in your career, you are exposed to the 80/20 rule or, as purists term it, the Pareto principle.

Sooner or later in your career, you are exposed to the 80/20 rule or, as purists term it, the Pareto principle.

Prudential Financial, Inc.’s mutual fund family JennisonDryden has named Michael Rosenberg, formerly of Goldman Sachs, as its senior vice president to lead Prudential’s mutual fund expansion in the...

More than two-thirds of major mutual fund companies have negative customer loyalty scores, according to a recent study by Cogent Research.

Odds are—no pun intended—you’ve been handed (or e-mailed) an NCAA Division 1 basketball grid this week.

Nearly half (44%) of affluent Americans, and 53% of those with more than $5 million in investable assets, have assets remaining in a former employer's retirement plan.

Only 10% of U.S. adults planning to retire have worked with a financial adviser to develop a plan.

New retirement income products must emerge to fit new retirement models.

This past week, we passed the “anniversary″ of the commencement of bombing strikes in Operation Desert Storm (1991). Now, I was too old—and my kids too young—to have...

In addition to savings and investment considerations, a new survey suggests that part of a healthy retirement plan will include a consideration of early retirement because not all...

Baby Boomers may not have been the best role models when it comes to retirement savings, and the overwhelming majority recognizes that and wishes they had done better.

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...

A joint survey from Americans for Secure Retirement (ASR) and the Latino Coalition has found that 70.9% of Hispanic adults have less than $5,000 saved for retirement.

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.

Eaton Vance Corp. has unveiled its Supplemental Retirement Account (SRA), a Web-based program for systematic retirement savings outside of a qualified plan.

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...

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