Long-term mutual fund inflows were just $20.7 billion in August, as open-end U.S. stock funds tallied yet another month of outflows, losing $14.3 billion.
Quantifying key retirement risks is the first step advisers can take to help their plan sponsors address them with participants, according to a report.
More than two-thirds of the very rich, with a net worth of at least $25 million, are actively involved in the day-to-day management of their investments.
The annual snapshot of U.S. household finances from Hearts & Wallets reveals a prolonged negative impact on retirees as a result of low interest rates.
The Investment Company Institute and Deloitte Consulting LLP have found total fees for defined contribution (DC) plans were lower in 2011 than in 2009.
Affluent consumer confidence rose in a recent survey by Phoenix Marketing International, which showed an uptick in those saying that economic conditions have improved.
Benchmarking a retirement plan includes analyses of providers, investments and the plan itself, attendees at the 2012 PLANADVISER National Conference learned.
Working with third-party administrators (TPAs) gives advisers someone to bounce ideas off and help empower plan sponsors, according to Keith J. Gredys, CEO of Kidder Benefit Consultants and...