Practice Management

What is your value proposition?

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.

The first of seven ineffective habits of retirement plan advisers.

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).

According to Fred Reish, there are three main components to a successful retirement plan.

Most investors still do not understand the difference between stockbrokers and financial planners.

Why do most not save enough for retirement?

Advisers who help clients put together a formal retirement income plan end up with more assets – and more referrals - from more satisfied customers.

Fee-based practices are growing, with 46% of advisers adopting that pricing structure, an increase of 35% over the past five years.

When it comes to social trust, there's a significant difference between living in the city and the country - it's just not entirely clear why.

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...

A new white paper released by Franklin Templeton Bank & Trust provides guidance to advisers about using directed trust services to retain management of assets of affluent baby...

Although qualified annuity sales are increasing, most of them are coming from IRAs, not 401(k) distributions.

The fund giant will instead offer a richer 401(k) match and an annual credit to a health savings plan.

Younger participants are more likely to want advice about in choosing their investments, but those in the $50,000 and under income bracket are the most likely (37%) to...

Advisers who currently target small businesses – or who work with individual participants at businesses of any size – could see a major shift over the next decade,...

The main reasons millionaires turn to financial advisers are to get a recommendation from a trusted person, to reach a certain level of wealth, and to start planning...

As retirement looms, products to help savings last come to the fore.