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Independent advisers claim that new clients who previously worked with brokers lack proper planning documents.

However, their sense of the next six months for other economic indicators is mixed.

Odds are—no pun intended—you’ve been handed (or e-mailed) an NCAA Division 1 basketball grid this week.

MG Advisory Services, a wholly owned subsidiary of Matrix Settlement&Clearance Services (Matrix), has announced an alliance with ExpertPlan that will make MG Advisory's Individually Managed Account (IMA) product...

JPMorgan has released its LifeMetrics Index, part of a LifeMetrics platform aimed at measuring and managing both longevity and mortality exposure.

More than half (58%) of workers participating in a 401(k) plan said they would like a salary increase over a higher employer matching contribution to the retirement plan.

XShares Advisors LLC has added nine HealthShares exchange-traded funds (ETFs) to its lineup, bringing the number of these publicly traded funds to 14.

A new series of workshops is targeted at helping advisers understand the difference between the investment styles of women and men.

The investment management arm of State Street Corporation is making some changes to the structure of its financial intermediary group, which was created in 2001 to service investors...

Asset allocation funds offer a tremendous opportunity for all involved, including advisers, investors and the industry, said Jim Tracy, National Sales Director of The Hartford Mutual Funds.

“Terrible Tuesday,″ February 27, 2007, “wasn’t the big one,″ it was just a squall, according to Quincy Krosby, Chief Investment Strategist at The Hartford Financial Services Group, Inc.

Who makes the financial decisions in affluent households? Depends on who you ask.

The good news is, Congress is beginning to take a hard look at 401(k) fees.

The good news is, Congress is beginning to take a hard look at 401(k) fees.

If your email has been as plagued with stock “tips″ as much as mine, you’ll be happy to know that the SEC is on the case.

Data from a new PricewaterhouseCoopers (PwC) survey shows that firms using an independent investment adviser (80%) to help them manage their plan are, on average, more likely to...

Plan Member Securities has teamed with TRAK (The Retirement Analysis Kit) to create the Personal Retirement Calculator (PRC) - an illustration tool with Plan Member's proprietary investment recommendations...

John Hancock Funds has announced the launch of two new funds available to investors through financial advisers.

A provider search is often one of the most time consuming parts of a client relationship.

This weekend most of the nation will “spring forward″, thanks to an extended period of daylight saving time.