by Charlie Epstein
Advisors can use 401(k) enrollment meetings to build broader relationships and boost assets under management.
by
Jim McConville
Retirement savers are more likely to stay in their 401(k) plans when
they are automatically enrolled to contribute more than 3% of their
salaries, according to a survey.
by
Eric Rasmussen
While financial advisors have always struggled to find ways people can
pay their bills after retirement, that estimation has become trickier
with rising health care costs, not all of which will...
by
Karen DeMasters
With new Erisa retirement plan requirements fast approaching, investment
advisors and plan providers are still sorting out how they will comply.
by
Jim McConville
Most workers in their 50s and 60s enjoy their jobs and feel their experience puts them ahead of the competition, according a
survey released by Charles Schwab & Co.
Average balances of 401(k) retirement plans were about 62 percent higher
as of March 31 than the first quarter of 2009, when the stock market
reached a 12-year low, according to Fidelity...
Average balances of 401(k) retirement plans were about 62 percent higher
as of March 31 than the first quarter of 2009, when the stock market
reached a 12-year low, according to Fidelity...
by Michael J. McDermott
Fee-based advisors should benefit when 401(k) participants soon find out the cost of their plans.
by
Karen DeMasters
A new type of reverse mortgage may be one key to enabling retirees to
preserve portfolios and keep less cash in reserve, says Harold Evensky, a
financial planner and nationally recognized expert...
by
Karen DeMasters
Investors Capital Corp. is preparing its advisors to meet the new retirement
plan disclosure regulations that go into effect July 1.
A judge has found the company must compensate the plan from transferring assets from a Vanguard to a Fidelity fund.
by Juliette Fairley
Demand is increasing for advisors who can help companies with their retirement plans.
by
Karen DeMasters
The retirement plan provider says its campaign could raise AUM for
advisors with retirement-plan clients...
by
Karen DeMasters
The mutual fund behemoth says 64% of new 401(k) enrollees choose a single target-date fund for their investments.
by
Kathy Lynch
Ross Sims to expand retirement plan services.
Wal-Mart Stores Inc., the largest U.S. private employer, and Merrill
Lynch won a judge's final approval to pay $13...
by
Jim McConville
Financial advisors are helping affluent families
confront a financial quandary that most families didn't
face 30 or 40 years ago: How to plan for both their retirement and their
children's...
by Mike Lissner
Wealth manager Mike Lissner says effective checks and balances can help financial advisors add hundreds of millions in AUM.
by
Dorothy Hinchcliff
J.P. Morgan Asset Management has reorganized its sales force to better
serve financial advisors focusing on the retirement plan market.
