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Recession Changing Affluent Behavior


U.S. economic woes and stock market volatility have prompted changes in the investment and social behaviors of high-net-worth Americans, says a new survey of CPA financial advisors.

55 And Older Face Tough Road To Make Up Investment Losses


People age 55 and older face much bigger challenges in making up the 401(k) account balances they've lost over the last 18 months than do those under 30, says a new report.

Half Of Americans Fear Retirement Shortfall


Months after the collapse of the financial markets, about half of Americans surveyed said they were concerned about falling behind in their attempt to save for retirement.

Rollover Beethoven


If financial advisors plan ahead, they will have an opportunity to capture a portion of the nearly $6 trillion in expected 401(k) rollovers over the next decade. 

TIAA-CREF May Divest From Firms In Sudan


TIAA-CREF says it will divest from companies doing business with the Sudanese government if the firms don't stop that business or don't attempt to end genocide and ease suffering in Darfur. 

Venture Capitalists: Clean Tech Most Promising

Although U.S. venture capitalists are predicting a difficult 2009, more agree that clean technology ...

Who Discloses What?

by Janet Aschkenasy

New regulations clarify the duties of qualified retirement plan fiduciaries and advisors.


As The Number Of Players Shrinks, Recruiting Intensifies If the financial advisory business supposedly occupies the sweet spot of the financial...


Clients Ticked Off At Their Advisors The economic and investing hard times that began last summer have taken a toll on the collective psyche of...

Sweet Deal

by Tracey Longo

High-income individuals soon will be able to convert traditional IRAs and 401(k) plans to Roth IRAs.

Under Pressure

by Marla Brill

A recent Supreme Court ruling opens the door for advisors to 401(k) plans to be sued by individual plan participants.

The Changing Face Of 401(k) Plans


Choices multiply in defined-contribution plans.

Ready To Roll (Over)

by Thomas J. Murphy

With retirement plans bursting at the seams with new money, changes in the law can make it easier to pass that money on to heirs. But there are several red flags to watch for.

Do Your Clients' Target Funds Measure Up?

by Marla Brill

How do market watchers come up with apples-to-apples comparisons of target-date funds?


States Reevaluating Who Should Be Licensed It's one of the financial industry's vexing questions: Who and what exactly is an investment advisor? It's...

What You Don't Know Can Hurt You

by Ken Weber

Plan sponsors are blind to the real costs of their companies' 401(k) plans

What's Your Retirement Brand?

by Tracey Longo

Investors are fleeing brokers who don't discuss retirement income with them.

A Velvet Niche


National Retirement Partners, a network of retirement-focused advisors, has raised its game and clinched its own broker-dealer.

Are SMAs Appetizing For 401(k) plans?

by Sydney LeBlanc

401(k) plan sponsors now can serve them up on their investment menu.

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