In Practice

You may put out a lot of fires every day, but odds are the public doesn’t appreciate it.

Standards investors have for their advisers differ greatly from the standards advisers are obligated to deliver, according to Cerulli Associates.

More bank brokers are selling fee-based products, but those sales are not boosting bank revenues, according to a study.

Think rising health care costs or the potential decreasing of Social Security benefits is the biggest threat to your client’s retirement security? You’re in the minority.

Since 2006, the average number of annual deals among registered investment adviser (RIA) firms rose 37% in the last two years, to 48, and the increase in acquisitions...

Mothers always seem to feel a special responsibility for their children – and new research seems to offer yet another reason to worry.

Raymond James led in investor satisfaction among 19 full service investment firms, according to a study from J.D. Power and Associates.

The latest Cerulli Edge U.S. Asset Management Edition suggests that while the demand for mutual funds remains strong, other solutions are gaining ground.

Motivated by profit and the changing needs of advisers, hybrid wholesaling is gaining traction in the marketplace.

Whether in the institutional or retail space, advisers might need to reevaluate practice models to better incorporate the ever-growing market of women.

Institutional investors are becoming more hands-on in their fixed-income investing, a study says.

A Cerulli study says the role of financial planning is becoming more important in client relationships.

Institutional investors are abandoning traditional soft dollars in favor of commission-sharing arrangements (CSAs), according to a study by Greenwich Associates

The majority of advisers said the cost of living given the current economic environment will impact their clients’ retirement timeline, according to the latest Brinker Barometer survey.

Asset management firms struggle to convey a consistent message to the marketplace, according to Cerulli Associates.

Despite the increased focus on the need to capture Baby Boomers’ assets post-retirement, defined contribution plan service providers are largely unsuccessful at retaining participant assets after retirement, according...

Have you noticed depleting stars from your hotel travel itinerary?

An Ibbotson analysis of target-maturity funds in the second quarter suggested that equity allocation did not have a clear impact on performance.

A study from Charles Schwab found that across all generations, Americans agree that more financial education is needed.

Retirees will outlive retirement savings if they continue at the same speed of spending, an Ernst&Young study found.