401(k)

Unions aren't just good for workers. In some ways, they make ideal clients for financial advisors.

America's youngest investors are far more confident and proactive about retirement planning than previous generations. What's their secret?

Auto-enrollment is helping Gen Z Americans save much more actively than the 20-somethings of yesteryear.

The regulator's latest staff bulletin also calls on planners at hybrid firms to always be clear about if they're wearing their broker or advisor hat.

Researchers find that performance expectations are highest among people who invest in environmental, social and governance causes for moral reasons.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

Even though there's not a way to predict who might face the next wave of layoffs, advisors can help clients prepare their finances.

More than 41% of U.S. workers drain their retirement savings when they quit or get fired, according to a new study. Why?

He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.

Financial advisors are flooded with questions from panicked clients. Here's a field guide to answers.

After three banks collapsed, a New York teacher wonders if the wreckage could reach her nest egg. Should she be worried?

New provisions increase the ways workers can contribute toward their futures and employers can invest in their workforce's financial wellness.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.

A new study by FINRA and NORC offered encouraging signs that people who put money into stocks and bonds for the first time in 2020 are in it for the long run.

Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

Women enroll in their workplace retirement plans more than men, and typically contribute more of their income. Why are they still falling behind?

A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.