Cerulli Associates projects that in 2013, the wirehouse channel will remain the largest distribution channel, despite significant decline of assets under management (AUM) from 43% in 2010 to...
FiPath for Advisors, an online marketing solution for financial advisers, is partnering with Arkovi, a financial services social media solution for archiving, compliance and market intelligence.
The majority of advisers perceive themselves as providing a level of service that merits the title of financial planner (59%), however, 56% fall into the investment planner category.
Bobby Layne, the Hall of Fame quarterback for the Detroit Lions, once described the perfect plan for generating an income in retirement: “The secret to a happy life,”...
A paper suggests that lowering deferral limits to 401(k)-type plans wouldn’t make much dent in the U.S. budget deficit and could result in workers not saving.
Companies continue to shift away from stock options and other “appreciation” awards toward a greater emphasis on full-value awards in their equity compensation plans.