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It’s early yet – but football fans already have their favorites picked for the Super Bowl.

Fidelity Investments introduced new mutual funds and variable annuities aimed at making it easier for retirees to convert their savings into monthly income payments.

People want financial guidance in planning for retirement and they want their adviser to tell them what they should do, but they want to retain personal responsibility for...

Nearly half of retired adults said their expenses in retirement were what they expected, compared to about 30% who said they were more than they expected.

Boomers, though arguably the most prosperous generation in American history, face mounting demands on their financial resources from both their adult children and their aging parents.

This week I’m going to do something I never thought I would do again.

Only one-third (34%) of workers in a recent poll by Robert Half Management Resources said they plan to quit work entirely when they are ready to retire.

The use of brokers by institutional investors to execute single stock trades is gradually becoming defunct, giving way to more cost efficient electronic and portfolio trading systems, according...

Feeling a bit under the weather?

Financial advisers frequently view their role as helping others—but that role appears to be unappreciated, at least relative to other professions.

If you’re having trouble getting folks on the phone, or finding them in the office – odds are they are taking a summer vacation.

NYSE Regulation, Inc. has censured and fined the Smith Barney Division of Citigroup Global Markets Inc. (“CGMI″) for failing to supervise trading of mutual fund shares and variable...

Workers who are confused about when to retire cannot look for clarity from Social Security, Medicare, and pension laws, because those three groups offer conflicting incentives to retire...

The third of seven ineffective habits of retirement plan advisers

For years, football’s Dallas Cowboys called themselves “America’s Team″, but baseball has long regarded itself as the nation’s national pastime.

On average, baby boomers expect to retire by age 63; however, most are not planning for 30 or more years in retirement and nearly half (44%) have not...

Those who have consulted a financial professional about retirement planning are much more likely to say they are comfortable or confident about retirement than those who have not...

Workers are twice as likely to look to personal research or the advice of family and friends as they are to rely on the services of a financial...

Prudence is an integral part of ERISA’s DNA, but what about investments of a prurient interest?

As the understanding that the safety net of Social Security might not be there in the future, young adults seem poised to prepare for their post-working years.