Tag: Wealth Management

Almost half of all financial assets held by households age 65 and older can now be considered in retirement income “drawdown” mode, according to a new research report.

Investor behavior is largely determined by nature rather than nurture, according to a new study by finance professors at Claremont McKenna College and the University of Washington.

Clients of fee-based financial advisers will now have access to the Fidelity Personal Retirement Annuity (FPRA) product because of a new alliance between Fidelity Investments Life Insurance Company...

SunGard said it enhanced its Roth IRA analysis capabilities for its Wealth Station wealth management platform in order to accommodate new conversion rules.

With the new Roth Conversion laws set to go in place January 1, Fidelity Investments said it offers an online Roth IRA conversion calculator for its independent registered...

Financial advisers are split over whether the recession has ended, according to the latest Brinker Barometer.

The pending law change regarding Roth IRA conversions might be right around the corner, but you couldn’t tell by many Americans’ interest level in the upcoming development.

With Hispanic and black Americans leading the way, surveyed consumers resolve to save and invest more in the New Year.

Delta Global Asset Management, a registered investment advisory (RIA) firm, selected FundQuest to provide outsourced technology, back-office, and investment research services.

The recession has been a wakeup call for some Americans, as 18% of those surveyed plan to save and invest more in the future, according to a new...

This holiday season, some consumers are cutting back—but one economist argues that holiday spending is a waste anyway.

The Financial Industry Regulatory Authority (FINRA) said that supervisory failures at MetLife Securities allowed two brokers to engage in undisclosed outside business activities that cost clients millions of...

The latest Bank of America (BofA) Merrill Lynch Fund Manager Survey found that risk appetite among investors is tip-toeing upward.

Charles Schwab has expanded content on its educational Web site for consumers.

The good news is that the economy will see growth in 2010—but it will be modest, said Paul Zemsky, head of asset allocation and multi-manager investments at ING...

Focus Financial Partners, LLC (Focus), a network of independent wealth management firms, added Joel Isaacson & Co., Inc., to its partner firms.

The Financial Planning Association (FPA) announced Martin Kurtz will serve as president-elect next year. 

Women can now estimate retirement income straight from their iPhones.

Lincoln Financial Group has joined Benefit Advisors Network’s (BAN) newly formed Alliance Partnership.

Pre-retirees and retirees want to pay more attention to their investments and retirement plan, and trust a financial professional to help, according to a survey by Prudential Financial.