In Practice

There are disparities between retirement income for women and men and women generally have less retirement income than men, largely because of women's lower labor force attachment and...

People don’t stay with a financial services firm because of the brand; they stay because they have forged a relationship with an adviser they trust.

Independent registered investment adviser (RIA) firms' assets under management grew a median of 20% in 2006 and revenues increased at a median rate of 16% during the same...

Despite worries about estate taxes, many Americans with significant savings have not taken adequate steps to plan their estate.

Among investors who work with financial professionals, 40% would like more information about ETFs and about half (51%) would consider investing in exchange-traded funds (ETFs) if their adviser...

It’s early yet – but football fans already have their favorites picked for the Super Bowl.

The sixth of seven ineffective habits of retirement plan advisers

People want financial guidance in planning for retirement and they want their adviser to tell them what they should do, but they want to retain personal responsibility for...

Advisers and providers talk about working together to increase your value proposition.

Employees are interested in receiving information geared toward their life stage on what kinds of benefits to select during their company’s open enrollment period, according to MetLife’s 2007...

Reaping the rewards of their success in meeting plan sponsors’ expectations about installation and ongoing service support, insurance companies have captured a larger share of the small to...

Nearly half of retired adults said their expenses in retirement were what they expected, compared to about 30% who said they were more than they expected.

A new study provides more evidence that auto plan features – particularly auto enrollment at plans with $10 million or more in assets – have quickly become the...

Were you there? What did you miss?

According to representatives from LPL, National Retirement Partners, and Raymond James, retirement plan advisers working in the independent channel will have many opportunities to broaden their businesses in...

What do clients really think about advisers’ services?

Although there will always be a market for the wirehouse adviser, particularly due to brand recognition, the changing retirement landscape calls for some tweaking of the wirehouse model,...

Why be independent? And, when going independent, what business model is right for you?

The conversation about retirement income should not be an at-retirement discussion.

It is generally thought that competitive pressures bring out the best in us, that we come with our best “game″ when we know that that is what it...