Nearly two-thirds (62%) of micro-business owners say the cost of administering and contributing to a retirement plan is the biggest hurdle to offering them.
Edward Jones ranks highest among 10 financial investment firms in satisfying their financial advisers, receiving particularly high ratings from advisers in support, people and firm performance.
A quarter of financial advisers who do not now sell 529 college savings plans intend to start offering them as a result of the Pension Protection Act (PPA).
Adopting a process-centric approach to retirement income management will provide better service to clients and will lead to faster asset growth for the adviser, along with higher productivity...
Married men and women participating in a recent survey agreed that the top two reasons for turning to a financial adviser are to prepare for retirement (58% of...
This is the first in a series of eight columns, appearing the first Thursday of each month, by Matt Smith, managing director of retirement services with Russell Investment...