A Surge Ahead for Retail Wealth Management
Retail wealth management, particularly in the fee-based arena, could come out of the financial crisis much stronger, according to a recent TowerGroup report.
Tag: Wealth Management
micro scope
Best of Both Worlds
Once the province of large plans, "hybrid" cash balance now makes sense for micro plans
Celent Examines Future of Servicing Nation's Wealthiest
The family office delivery method to service America’s wealthiest clients has been on the wealth management scene for a while, and is here to stay, according to research...
Affluent Most In-Demand for Retirement Income Services
TowerGroup says advisers should use a “holistic″ approach to tap the lucrative market of providing retirement income services to affluent investors.
More Wealth Means More Demand for Trusted Advisers
The increasing number of high-net-worth individuals (HNWI) worldwide means an increased need for talented advisers.
New HNW Markets Require New Strategies
Wealth management firms need to adapt existing strategies to meet the needs of new markets in the high-net-worth bracket, according to the ‘World Wealth Report.’
viewpoint
Your Undivided Attention
Corporate retirement services and wealth management are not a winning proposition
dean's list
A Good Deal?
A survey published last month by Fidelity noted that workers cited health insurance, retirement savings plan matching contributions, and dental insurance as the three most important benefits, with...
fiduciary fitness
Calling It Quits
The rules surrounding plan partial terminations after workforce reduction
servicing strategies
Happy Together
How advisers can measure client satisfaction and why they should
U.S. Wealth Management Firms Need to Build Client Advocacy
More than half (57%) of wealth management clients are not advocates of their advisory firms, and over 40% do not consider their firm a "trusted adviser" to help...
trendspotting
Few Wealthy Clients Loyal to Their Advisers
Less than 12% of affluent investors responding are loyal to their advisers, according to a survey from Janus Labs, in partnership with private wealth industry expert Russ Alan...
Financial Planners Cite Retirement Concern among Clients
Almost all (91%) financial planner CPAs surveyed by the American Institute of Certified Public Accountants (AICPA) cited retirement as a top personal finance concern of clients.
Participants Want Financial Planning Services within DC Plans
More than three-quarters (85%) of participants in 401(k) and other defined contribution plans say they would use general retirement planning services if available.