Issues related to retirement and rising health care costs continue to rank highest among financial concerns for affluent Americans, according to a recent survey.
Wirehouse firms still lead the market share in the wealth management industry, but independent and regional broker/dealers are catching up, a new report found.
Three former UBS wealth advisers have formed Mississippi Investment Management Company, LLC (MIMCO), a registered investment adviser (RIA) serving both affluent and institutional investors.
Only 44% of investors reported being confident in their ability to retire in financial security as they had planned, according to a nationwide survey commissioned by Citi and...
Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.
Financial advisers might have ripe opportunities to talk to clients about long-term care insurance, a new survey sponsored by Genworth Financial suggests.
The Insured Retirement Institute (IRI) said its new Retirement Pyramid can help financial advisers explain what clients need to have “a healthy and vital financial future.”
The overwhelming majority (91%) of surveyed financial advisers said they have made changes to their clients’ retirement portfolios, and many are looking toward guaranteed income products.
Adhesion Wealth Advisor Solutions Inc., a provider of unified managed accounts (UMAs) for independent registered investment advisers (RIAs), has added a “do-it-for-me” option to its UMA program.
Curian Capital, LLC, a provider of a fee-based wealth management platform for financial professionals, has added two strategies to its Custom Style Portfolios.
Advisers surveyed by Brinker Capital reported that despite 2009’s impressive market returns, many of their clients still have to delay retirement in order to eradicate performance shortfalls.