Practice Management

The family office delivery method to service America’s wealthiest clients has been on the wealth management scene for a while, and is here to stay, according to research...

If clients have a safety net of one to five years of retirement income, they wouldn’t be worried in this environment, according to CNBC’s resident retirement expert.

A new white paper helps advisers ensure their clients' retirement plans are safe from the declining housing market.

According to a new survey, nearly one in 10 plan sponsors still believes that they pay no fees for their retirement plan.

The best retirement plan advisers will be recognized through the fourth annual Retirement Plan Adviser and Adviser Team of the Year award.

Over the past several weeks, I’ve received a dozen different inquiries from providers and advisers, all wanting to know if we’re seeing any pickup in provider changes.

Many sales assistants offer their advisers a versatile and valuable business partner, and research shows assistants are interested in expanding beyond their traditional administrative role.

Younger workers are aware of the importance of saving for retirement, but it just seems so far away, they say as they cash out their 401(k)s.

Financial intermediaries are continuing to adapt their business to meet the evolving needs of sponsors when it comes to qualified default investment alternatives (QDIAs).

Memories of the 2008 Olympics are fading fast, but looking back I was most struck by the American team’s performance in the 400 freestyle relay.

An overwhelming 85% of surveyed members of Generations X and Y think it’s a good idea for employers to voluntarily enroll workers in a retirement savings plan, according...

Will guaranteed income wrappers for managed accounts gain widespread acceptance among fee-based advisers?

How well your clients can handle change is going to affect how they should prepare for retirement.

New research from Fidelity says equity compensation plans encourage employee loyalty and productivity, but many employees are not reaping the rewards of this incentive due to lack of...

A recent survey of small business owners by SurePayroll found that only one-third of small businesses currently offer 401(k) plans to their employees, and 45% of small business...

Every day, we come across magazine, newspaper, and other media stories that focus on the savings shortfall Americans are already experiencing—and will continue to experience as they head...

Failure to return phone calls was the most common reason for high-net-worth (HNW) individuals to leave their financial services company.

Nearly one-fourth of plan sponsors surveyed by Mercer express a lack of confidence that fees associated with their 401(k) plans have been properly disclosed.

In a recent survey by Cowden Associates, 25% of defined contribution plan sponsors reported not having an investment policy statement (IPS).

An SEI poll released yesterday found that many advisers think they could do more for their clients in the realm of tax management.