Many of the retirement income solutions currently being developed by financial services companies involve software — most of which is designed to model financial outcomes once someone has retired.
The Securities and Exchange Commission might adopt a shortened prospectus that could save the industry $300 million a year in printing and mailing costs — and help preserve the environment.
Raymond James Financial Inc. of St. Petersburg, Fla., last month rolled out a series of research reports on variable annuity riders designed to help its reps sort through the confusing array of products.
More advisers are turning toward fixed-income annuities as a new asset when they create retirement plans for their baby boomer clients.
Investment advisers can thank the 2006 Pension Protection Act for giving them a new opportunity.
When computers manage the portfolio, the first challenge is often preventing the human brain from getting in the way.
Standard & Poor's MarketScope Advisor is a beautifully designed, intuitive online application that is meant to serve as a financial adviser's central source of real-time stock analysis, equity research, strategic asset allocation guidance and market commentary.
The unveiling of the revised Internal Revenue Service Form 5500 comes with both relief and trepidation.
The securities industry work force is not noticeably more diverse today than it was two years ago, even as the nation's largest investment firms strive to hire more women and minorities, according to a new survey.
