Whether they’re Millennials, Generation Xers or Boomers, American women are actively considering their future retirement and financial security, a survey said.
Forty percent of high-net-worth individuals are concerned with the risk of not being able to live comfortably on their available level of income in retirement, said a survey...
One in four affluent Baby Boomers is changing his retirement plan and 40% are downsizing their lifestyles in response to the economic downturn, according to Bell Investment Advisors...
Advisers are leaving their firms for various reasons, most often citing culture, the desire for more independence, and disagreement with the senior management philosophy.
The increased competition for top talent among broker/dealer firms has caused many firms to step up the recruiting initiative, according the latest Cerulli report.
Financial advisers are optimistic about both their business and the economy, yet think the priority of the next president should be bolstering the weak economy.
When home equity and government assistance are taken out of the picture, the snapshot for retirement looks much bleaker, according to a new study from Barclays Global Investors...
The use of independent advisers by millionaires has grown, with 26% of millionaires now working with such advisers, compared to 22% last year, according to a survey by...
Eighty percent of investment consultants expect to increase their defined contribution (DC) business in the wake of the pension fund crisis, according to Cerulli’s 2007 survey of investment...
The defined contribution investment-only (DCIO) market offers dramatically higher profit margins for asset managers than those found in other platform markets, and firms will be growing their personnel...
The defined-contribution (DC) plan consulting business is changing to adjust to new plan trends by, among other things, offering custom target-date funds and adding inflation-protection investment vehicles to...
Responding to findings of its recent Family Matters study, the MetLife Mature Market Institute has made available tips on making the right choices for retirement based on family...
A newly released research study casts doubt on the traditional notion that calculations of a person’s retirement nest egg should take into account a post-retirement spending dropoff.