John Hancock has added three new strategies to its target-risk Lifestyle portfolios, effective May 1, the company announced.
While many high-net-worth Americans vow to make financial planning decisions without the aid of an adviser, a growing number admit they’re relatively clueless about investing.
Despite the fact that the majority of high-net-worth individuals say they are extremely secure with their long-term wealth, their primary financial concern is their retirement security.
Fidelity Investments has unveiled three new Fidelity Advisor funds, providing financial advisers and their clients with greater diversification across asset classes and geographical areas.
Scott Wertheim has joined CAPTRUST Financial Advisors as a Vice President, Financial Advisor in New York.
Claymore Advisors, LLC will be using Morningstar Super Sector Indexes for its new exchange-traded funds (ETFs) that track the manufacturing, services and information sectors.
The Securities and Exchange Commission has decided not to challenge a controversial court decision regarding broker registration.
Through relationships with Oracle and Emerging Information Systems Inc. (EISI), Fidelity Investments will introduce customized and efficient customer relationship management (CRM) and financial planning systems for registered investment advisers (RIAs).
Nearly half (40%) of affluent households will continue to, or begin to, seek investments abroad, according to a new report from consulting firm Spectrem Group.
Daughters are more than twice as likely as their mothers to enter retirement steeped in debt of $25,000 or more and be forced to work far longer than their mothers.
Despite all the recent attention to, and discussions about, phased retirement for Baby Boomers, a new study indicates some employers aren’t jumping for joy about the prospect of keeping older workers on the job.
Lincoln National Life Insurance Company now offers participants in the firmâ€™s defined contribution plans an annuity distribution option.
Plan sponsors (and advisers) who think the Pension Protection Act’s automatic enrollment safe harbor represents an easy solution to disappointing participation rates may have another “think″ coming, according to the findings of recent industry data—Including PLANSPONSOR’s own 2006 Defined Contribution Survey.
Every adviser needs to think about what they are known for and what they would like to be known for.
By any measure, it’s tough being a parent– but are today’s parents doing a better job than their parents did?
The broker-dealers of ING are lowering the fees that their advisers pay on two core advisory programs.
Retirement assets reached $16.4 trillion at the end of 2006, with lifecycle and lifestyle continuing their popularity, but lifecycle funds gathered a larger percentage of retirement plan assets.
John Hancock Annuities has added three new asset allocation options from American Funds and Franklin Templeton to John Hancock Trust (JHT), the firmâ€™s variable annuity investment platform.
Legislation reintroduced into the U.S. Senate aims to prompt greater retirement planning for women.
The best reason to buy immediate annuities is guaranteed income, but the lack of growth and flexibility opportunities remains a downside.