Lower investable assets and higher health care costs are delaying retirement for the 94% of working middle-income Baby Boomers with plans to retire one day.
A poll of 2,000 consumers in the United States finds more than four in 10 (42%) aren’t investing any assets for long-term savings or expenses in retirement.
When choosing an adviser, consumers report placing high value on knowledge, including the type of advice an adviser provides, their education, and years of training.
Now available on more than 20 retirement plan platforms, the Edge Collective Fund Series brings financial wellness services to plan participants directly through the investment menu.
Millennials change jobs more frequently, giving them more opportunities to cash out of their 401(k) plans and cut into future retirement savings, says Spencer Williams of Retirement Clearinghouse.
While 64% of Millennials say they have a financial plan, most believe they are only saving half of what they should be, according to a Nationwide Retirement Institute...
A new tool from Franklin Templeton Investments helps financial advisers as they guide clients through important decisions around the timing of Social Security benefits.
There’s no shortage of discussion in the retirement plan advisory business about the disruptive power of technology, and how business models may transform in the years ahead.
A confluence of factors has combined to make this a compelling time to enter the pension risk transfer advice business, says Steve Keating, principal at Penbridge Advisors LLC.
Nearly four in 10 Americans (35%) intend to alter their saving and investing strategies to accommodate for the 2014 holiday season, according to a survey by Edward Jones.
PIEtech Inc. unveiled the new myMoneyGuide financial advice delivery solution, which provides streamlined investor education and one-on-one participant support.
Employees provided with financial education programs are less stressed, more prepared for retirement, and have better understanding of their finances, according to a report from the International Foundation...
Parents who are married or living together with children from a previous relationship face a challenging financial outlook, especially when it comes to retirement savings.
Given an extra hour to focus on their finances, most women say they’d work on budgets and learn more about investing, according to a Fidelity Investments survey.
A new TIAA-CREF survey shows that 63% of women who have received professional financial advice say they feel confident about their personal retirement readiness.