fiduciary fitness
Calling It Quits
The rules surrounding plan partial terminations after workforce reduction
Tag: Wealth Management
servicing strategies
Happy Together
How advisers can measure client satisfaction and why they should
viewpoint
Your Undivided Attention
Corporate retirement services and wealth management are not a winning proposition
U.S. Wealth Management Firms Need to Build Client Advocacy
More than half (57%) of wealth management clients are not advocates of their advisory firms, and over 40% do not consider their firm a "trusted adviser" to help...
trendspotting
Few Wealthy Clients Loyal to Their Advisers
Less than 12% of affluent investors responding are loyal to their advisers, according to a survey from Janus Labs, in partnership with private wealth industry expert Russ Alan...
Financial Planners Cite Retirement Concern among Clients
Almost all (91%) financial planner CPAs surveyed by the American Institute of Certified Public Accountants (AICPA) cited retirement as a top personal finance concern of clients.
Participants Want Financial Planning Services within DC Plans
More than three-quarters (85%) of participants in 401(k) and other defined contribution plans say they would use general retirement planning services if available.
Financial Advisers Important to Millionaires
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...
UBS Seeking Both Assets and Advisers in Ultra-High Net Worth Market
By the end of 2010, UBS, the world's largest money manager, plans to have $250 billion in ultra-high net worth client assets under management, and about 400 advisers...
Support for Family Members Alters Retirement Plans
A survey conducted for Putnam Investments found 15 million workers age 45 or over are providing financial support for an aging parent or adult child, and that is...