Tag: Wealth Management

A recent study found that many Americans, particularly in some ethnic groups, are kept awake by problems such as financial concerns.

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.

When it comes to reading, most affluent seniors don’t want to snuggle up with a lengthy description of their investments, a new survey suggests.

Data from Charles Schwab shows that more people are rolling 401(k) savings into an individual retirement account (IRA) when leaving a job.

After the financial crisis whittled down the number of millionaires in the U.S., the number is recovering.

The Principal Financial Group unveiled Web tools to help advisers with estate planning.

A Fidelity Investments study found 40% of investors working with tax advisers are now eligible for Roth IRA conversions, and more than a third (35%) are expected to...

Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said its new book, “Crossing the Sea,” helps its advisers illustrate the retirement journey to their clients.

More investors are focused on growing their retirement savings rather than protecting it, according to a survey by Charles Schwab & Co.

Americans with a financial plan are especially likely to save their tax refund, according to the First Command Financial Behaviors Index.

Although Baby Boomers are typically treated as one big generation, they actually comprise three different demographic groups, according to a new study from the MetLife Mature Market Institute.

Bernie Clark, head of Charles Schwab Advisor Services, expects to continue gain more assets from the wirehouse channel, he said at an event today in New York City.

A survey by AXA Equitable found that Americans who work with financial professionals are more confident about their ability to invest in equities.

Retirement Management Systems, Inc., said it launched an asset management program to help advisers manage the 401(k) assets of their clients.

National Financial Partners Corp. and its subsidiary, NFP Securities, Inc., recently launched NFP IndeSuite, a wealth management platform for the independent registered investment adviser (RIA).

Archimedes Systems, Inc., and Convergent Retirement Plan Solutions LLC announced the launch of RothProfessional.com, a Web portal to aid advisers with Roth individual retirement account (IRA) conversions.

More than half of independent advisers said their clients have modified their expectations of retirement lifestyle or plan to delay retirement, according to a survey by Curian Capital,...

A recent study found that retired households receiving financial advice had more assets after a 10-year period than households that did not.

Transamerica Asset Management Group has teamed up with Wellington Management to offer the Transamerica WMC Diversified Growth fund to retail investors in April.