The details of how the joint venture between Morgan Stanley and Smith Barney will play out are yet to unfold, but retirement plan advisers seem optimistic about the...
In order to adjust with the changing landscape as Baby Boomers retire, financial advisers will likely take on a broader role and compete with a wider array of...
Recent market setbacks have led affluent retirees to show greater interest in receiving a guaranteed income stream, according to a survey by MFS Investment Management.
The growing popularity of automatic enrollment in defined contribution plans – and target-date default choices in those plans – should fuel a surge in retirement plan assets, according...
New reports from the Vanguard Center for Retirement Research indicate American workers increasingly need help to generate a sustainable income stream in retirement and a variety of solutions...
During the financial crisis, millionaires did not express satisfaction with their advisers’ performance, but independent advisers fared better, a SpectremGroup study found.
As 403(b) plan sponsors and advisers have prepared for new Internal Revenue Services regulations in effect as of January 1, no doubt communications with participants about the new...
As of mid-October, only about 20% of high net worth investors (HNW) had contacted their current investment adviser for advice about the financial crisis, new research says.
Retirement plan advisers, like the adviser industry as a whole, will be driven by regulatory trends and see a move toward fee-based compensation, according to TowerGroup.