Sarah Holden

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  Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice

  By Gil Weinreich, AdvisorOne  |  August 17, 2012

  Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.

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  Post Financial Crisis, Investors Wary of Taking On Risk: IMCA Conference

  By Melanie Waddell, AdvisorOne  |  April 24, 2012

  Over the past three years U.S. households have become more conservative, with 58% increasing their savings rate, shifting investments away from stocks and delaying retirement, according to recent ICI research.

• IRA Investors Faithful to Their Investments, ICI/SIFMA Study Finds

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  August 18, 2010

  Traditional IRA investors tend to max out contributions, favor Roth IRAs

• IRA ownership greatest among baby boomers

  By Staff Writer  |  February 2, 2009

  Baby boomers account for 50 percent of all IRA ownership, including traditional, Roth and employer-sponsored IRAs. New research from the Investment Company Institute also shows seven...

• U.S. household ownership of mutual funds continues to increase

  By Staff Writer  |  January 2, 2009

  U.S. household ownership of mutual funds and other U.S.-registered investment companies increased slightly in 2008 to 45.6 percent, representing approximately 53 million U.S. households, according...

• First-time analysis provides data on lifecycle fund utilization

  By Staff Writer  |  December 18, 2008

  The EBRI/ICI database, a joint project of the two organizations since 1996, has measured 401(k) plan asset allocation, account balances, and loan activity over time....

• U.S. Nest Egg: $16.4 Trillion

  By Janet Levaux, AdvisorOne  |  September 1, 2007

  The Investment Company Institute, the mutual fund trade group, says savings and market gains have helped push U.S. retirement savings to $16.4 trillion as of...

• 401(k) Accounts See Further Growth

  By Janet Levaux, AdvisorOne  |  October 1, 2006

  The average account balance for U.S. workers consistently maintaining 401(k) accounts from 1999 through 2005 increased 50 percent -- to over $102,000 from about $67,800...