Advisers Gain Clients, Boost Communication Efforts
More than half of advisers said the current market has caused clients to delay retirement plans, according to a report from Cerulli.
Tag: Performance
A Sure Thing?
Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing.
Affluent Retirees Worry about Retirement Savings
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.
Advisers Focus on Wealth Preservation, Asset Allocation
Advisers plan to address wealth preservation and asset allocation with clients, rather than retirement planning in 2009.
2008 a Year of Records for Hewitt 401(k) Index
As a reaction to the plunging stock market, the overall transfer activity in the Hewitt 401(k) Index was significantly higher in 2008 than in previous years.
Fund Managers Optimistic, but Concerned about Retirement Income
The top concerns of fund managers during the next 10 to 20 years focus on inadequate retirement incomes from defined contribution (DC) plans for large segments of the...
Spectrem Millionaire, Affluent Investor Indexes Up in December
The Spectrem Millionaire Investor Index (SMII) saw its largest increase ever when it jumped 16 points in December to -23.
Planning Ahead Proved Difficult
In the past year, retirees/pre-retirees with financial planners lost money at about the same rate as those without financial planners, according to a survey of Consumer Reports readers.
Adviser Resolutions Focus on Growth
Despite a challenging 2008, independent advisers surveyed in an SEI Quick Poll are positive about success in the coming year.
Shariah-Compliant Fund Growth May Be Overstated: Cerulli
Current assets in Shariah-compliant investments may be more modest than cited by many regulators and industry players, according to a new analysis.
S&P Sees December as Glimmer of Hope in Otherwise Bad Year
Global equity markets rebounded in December, according to Standard&Poor’s Index Services monthly global stock market review, “World by Numbers.″
College Savings Plans Hit Hard by Oppenheimer Fund Loss
Parents’ savings for their children’s college educations took a big hit as a bond fund offered by at least four state 529 plans lost more than a third...
Guiding Participants through Ups and Downs
Just telling participants to “stay the course″ might not be enough.
CFP Clients Stick to Strategy
As economic turbulence has been on the rise, many financial planners say they are seeing an increase in potential clients.
Advisers Grow Business Despite Market Conditions
Sixty percent of advisers agree the U.S. is already in a recession, but their clients are continuing to save for retirement, according to a survey released today by...
Economic Slump Leads Advisers to Asset Managers For Help
A recent study suggests current economic woes may lead financial advisers to rely more heavily on asset manager leadership.