Tag: Wealth Management

Financial advisers who help clients to understand the impact of the markets have more satisfied clients, a recent survey suggested.

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.

The financial crisis destroyed almost a quarter of high-net-worth Baby Boomers’ wealth, according to a recent survey.

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.

The NASDAQ Stock Market offers a new Web resource center for financial planners.

Curian Capital, LLC, a provider of a fee-based wealth management platform for financial professionals, has added two strategies to its Custom Style Portfolios.

Fewer Americans are saving for retirement and many still aren’t saving at all, according to a survey commissioned by online investing firm Scottrade.

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.