Retirement Advisor

Bank of America (BAC) said Tuesday that its latest Merrill Edge mass-affluent survey found that 63% of the mass affluent are seeking financial information and guidance from established sources, such as financial advisors, versus, 53% in January. About 37% of the mass affluent are turning to their brokerage firm versus...

All-In should be all out as in thrown out. Its got a fatal flaw that may doom 401(k) investors.

Workers continued to stash more money in their 401(k) plans in the third quarter, but the stock market's sharp decline only left them further behind in reaching their savings goals.

Different age groups have different concerns about their retirement, according to the 2011 Franklin Templeton Retirement Income Strategies and Expectations survey.

As we approach the end of the year, I'd like to take time to reflect on a few pieces of legislation introduced in 2011 that have potential to improve or encourage retirement planning, but may not live to see the light of day. Plus, some quirky bills that havent got...

A new report by Fidelity Investments shows that the Pension Protection Act of 2006 has had a positive impact on both 401(k) plan design and participant savings behaviors.

The U.S. population of people 65 and older is now the largest in terms of size and percent of population, compared with any previous census, according to the U.S. Census Bureau. The group grew faster than the total population between 2000 and 2010.

For tax year 2011, for the first time ever, brokerage firms will be required to report some capital gain/loss and cost basis data. This change will create new challenges and opportunities for your clients. In this article, well explain them, so you can work more closely with clients and their...