Practice Management

Advisers covered by wholesalers and who use the Web as an effective sales tool averaged 25% more sales than those who do not use the Web, according to...

Nearly half (46%) of the advisers in a recent poll said their clients are still tracking their expectations of a decade ago for a timely retirement.

John Barry of Torrance, California has been named the 2008 PLANSPONSOR Retirement Plan Adviser of the Year and FFoA in Pearl River, New York has been named the...

A recent study suggests current economic woes may lead financial advisers to rely more heavily on asset manager leadership.

The number of employers offering a Roth 401(k) showed a dramatic increase between 2006 and 2007, according to data released by Charles Schwab.

The path to business success in the retirement plan adviser world is paved with good relationships, according to new Fidelity Investments research.

The number of fee-only financial advisers has been relatively flat in recent years - there are 10,466 Securities & Exchange Commission registered fee-only financial advisers – but the...

Nearly half (46%) of pre-retirees and more than one-quarter (28%) of retirees who use financial advisers surveyed reported that neither they nor their adviser have developed a formal...

More than half (57%) of wealth management clients are not advocates of their advisory firms, and over 40% do not consider their firm a "trusted adviser" to help...

US Fiduciary, Inc. (USF) has rolled out a new pricing strategy for wirehouse advisory teams going independent.

UBS Wealth Management Americas has announced plans to develop and grow its Corporate Employee Financial Services (CEFS) business.

Annuities in defined contribution plans are gaining momentum as aging baby boomers seek to create guaranteed retirement income streams, according to a report from the Financial Research Corporation...

Almost all (91%) financial planner CPAs surveyed by the American Institute of Certified Public Accountants (AICPA) cited retirement as a top personal finance concern of clients.

After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision.

Shifting two hours per week from administrative duties to selling can result in millions of dollars in incremental sales for companies.

Today, PLANSPONSOR announces the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.

A significant majority of financial advisers are confident in the country’s economic prospects, according to the latest Brinker Barometer from Brinker Capital.

As the year comes to a close, advisers are planning ahead for 2008 and, according to a recent poll by the SEI Advisor Network, advisers’ New Years resolutions...

Less than 12% off affluent investors responding are loyal to their advisers, according to a survey from Janus Labs, in partnership with private wealth industry expert Russ Alan...

A new study finds growth in individual retirement accounts (IRAs) continues to be fueled by rollovers from employer retirement plans – about $200 billion annually – with new...