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Lack of communication can be extremely damaging to an adviser-client relationship, and is a frequent reason clients leave their adviser, a new survey says.

In 2006, the average equity fund investor earned 16.4% and money market mutual fund yields rose to 5%, as diversification away from the U.S. and into International funds...

Financial advisers will have many opportunities to win rollover dollars away from retirement plan providers as outflows from 401(k) plans increase and traditional plan providers do not have...

Schwab Institutional is expanding its offering to help financial advisers leaving traditional financial companies to go it alone.

Prudential Insurance Company of America has agreed as part of a lawsuit settlement over the use of contingent commissions that it will now disclose all broker compensation to...

Payroll and retirement plan outsourcing firm PAi has announced a partnership to provide administration for the Oppenheimer Funds, Inc. Genesis 401(k) start-up program.

Nationwide Financial Services, Inc. has introduced a new program designed for defined contribution plans with fewer than $10 million in assets.

A new report claims that many US households will decide to consolidate their assets with a single adviser in order to better address the challenges they face in...

Retirement plan relationships are evolving from a casual give-and-take toward something more formal

Advisers share their favorite providers

401kDIRECT Network (401kDIRECT, 401kTechTeam, & Pension Retirement Online) has introduced a "TOTAL Solutions Package" that will be available to qualified plans via the Plan's 401k Professional, whether it...