Almost half of investors say they need investment advice, want an adviser they can trust and do not understand how the compensation works, according to Cerulli Associates.
Without admitting any wrongdoing, ING Life Insurance and Annuity Co. has agreed to settle a lawsuit claiming it violated prohibited transaction rules of the Employee Retirement Income Security...
A new analysis from financial research and analytics firm Cerulli Associates finds adviser migration may grow independent channels to 38% market share by 2016.
The seventh release of the “Adviser Insights” study from Fidelity Investments suggests financial advisers are enjoying the highest levels of compensation and assets under management since 2007.
New research from financial analytics firm Cerulli Associates finds “mega adviser teams” with at least $500 million in assets under management control 42% of the total advice market.
New investment services technologies will strain existing financial advice models, but the same factors should continue to define who succeeds in the marketplace.
When recruiting, don’t automatically look past wirehouse advisers, says Neal Simon of Highline Wealth Management, because they might be a firm’s value add.
Standard Retirement Services Inc., known as The Standard, reached a partnership agreement with M Financial Group for the development and distribution of qualified retirement plan services.
Advisers who team up and use outside specialists provide higher client satisfaction and achieve greater returns, says Bellaria Jimenez of MetLife Solutions Group.
New research from Fidelity Institutional Wealth Services suggests a vast majority of registered investment advisers (RIAs) are simply “accommodating” their retirement plan clients.
Richard Staves, an investment adviser representative from Cherry Creek Wealth Management Inc., has affiliated with Redhawk Wealth Advisors for wealth management and retirement plan services.