These days, Legg Mason Inc. is a bit weak in the knees.
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.
The unveiling of the revised Internal Revenue Service Form 5500 comes with both relief and trepidation.
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.
Morgan Stanley is adjusting some of its pay policies to comply with a wage-and-hour lawsuit it settled last year.
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.
