In Practice

Giving Clients a Safety Net

If clients have a safety net of one to five years of retirement income, they wouldn’t be worried in this environment, according to CNBC’s resident retirement expert.

IMHO: “Free,″ Falling

According to a new survey, nearly one in 10 plan sponsors still believes that they pay no fees for their retirement plan.

IRA Assets Reach $4.75T

Total assets in individual retirement accounts (IRAs) grew 12.5% in 2007, reaching a record $4.75 trillion, according to a study released Thursday by the Employee Benefit Research Institute...

IMHO: Storm Surge

Over the past several weeks, I’ve received a dozen different inquiries from providers and advisers, all wanting to know if we’re seeing any pickup in provider changes.

Advisers Should Leverage Sales Assistants

Many sales assistants offer their advisers a versatile and valuable business partner, and research shows assistants are interested in expanding beyond their traditional administrative role.