Search results for: volatility

Competition for Advisers Heats Up

Brokers are receiving incentives to switch firms, and the independent route is looking more attractive, according to research from Fidelity Investments and National Financial.

Managed Account Assets at $1.8T

Total managed accounts assets reached $1.85 trillion through the first half of 2008, according to the annual report “Cerulli Quantitative Update: Managed Accounts 2008.″
micro scope

Best of Both Worlds

Once the province of large plans, "hybrid" cash balance now makes sense for micro plans

Giving Clients a Safety Net

If clients have a safety net of one to five years of retirement income, they wouldn’t be worried in this environment, according to CNBC’s resident retirement expert.