News

February 13, 2012 – Potential clients must “buy” you before they buy any products or services from you.

Cerulli Associates predicts the IRA marketplace will grow steadily over the next five years and expects assets to rise to $7.3 trillion by 2016.

Cerulli Associates estimates there were approximately 11.5 trillion investable asset dollars in retirement income opportunity (RIO) households in 2010, and this number is expected to reach $13.7 trillion...

ProShares launched ProShares UltraPro 10 Year TIPS/TSY Spread (UINF) and ProShares UltraPro Short 10 Year TIPS/TSY Spread (SINF).  

 Envestnet Inc., a provider of wealth-management solutions for financial advisers, is acquiring Prima Capital Holding Inc.   

Financial advisory firm Guardian Capital Advisors, LLC, released a podcast about 401(k) planning for companies.

Beirne Wealth Consulting LLC (BWC) launched as an independent registered investment adviser (RIA).

Less than half (45%) of young investors plan to contribute to an Individual Retirement Account (IRA) for the 2011 tax year.

Pioneer Investments launched a tool for registered investment advisers (RIAs) to help them comply with the new 408(b)(2) regulation.  

Men tend to become impulsive, save less and use credit cards more when under the perception that women are scarce, according to research from the University of Minnesota’s...

More than four out of five investors who work with a financial adviser indicate a high level of trust in those professionals (82%), according to a John Hancock...

Principal Financial Group released a white paper called “Income Distribution: Comparing a Bucket Strategy and a Systematic Withdrawal Strategy.” 

Pension plan sponsors view controlling funded status volatility as the top priority for their organizations, reports an SEI Quick Poll.  

Great-West Retirement Services appointed Cheney Hunt as regional sales director for San Diego, California.  

CAPTRUST has added four retirement industry veterans to its team of advisers and opened an office in Kansas City.