Former LPL exec Burt White recruits Ryan Detrick for Carson Group's newly created role of chief market strategist.
The approach offers higher estimated long-term returns in the US and Europe over the next decade than at most points over the last 10 years.
The substantial fines hitting big banks for failing to meet messaging-retention requirements shows the need for direction from the top to ensure the use of monitoring systems.
Record inflation and 401(k) statement shock could send some retirement plans down for the count.
Clients often don’t realize they need as much help from an advisor in retirement as they did when preparing for it — and a new study reveals the different kinds of help advisors should provide.
The portfolios take into account gender discrepancies around life expectancy, time in the workforce and income.
It's the latest action in the SEC's long-running campaign to crack down on disclosure and best-execution failures involving 12b-1 fees.
InvestmentNews talks with David Musto, CEO of Ascensus, about whether Americans are being overly negative in their assessment of their retirement savings.
Ronan O'Byrne, who managed $230 million at Fieldpoint Private Securities, has formed Crescent Pine Family Office in Rye, New York.
Let's face it, virtually no two firms have the precise same offerings. However, the partnership can work if the firms have complementary investment philosophies.
Savers often randomly choose investments, but the future for ESG in retirement plans might still be strong.
Firms are investing in HBCUs and beyond, then creating a spectrum of entry points to financial industry careers.
Once the acquisition of Intersect Capital closes, working with professional athletes and entertainers will make up 20% of the $13.4 billion Cleveland-based RIA's business.
Legal recognition of the title is 'a critical step in recognizing financial planning as a distinct, essential profession,' the organization said.
Total U.S. annuity sales increased 22% to a record $77.5 billion during the quarter, and fixed-rate deferred annuity sales jumped 76% from the year-ago period.
The latest research from DeVoe & Co. highlights the emerging trend of sub-acquisitions, which are on track to set a record this year.
Its donors recommended nearly a million grants to charity totaling a record $4.8 billion in the first half, up 11% from $4.3 billion in the first half of 2021.
Two-thirds of Americans worry more now than they did last year about their retirement income, and 70% are concerned that Social Security will run out of funding.
The 16th annual study, which compiles data from more than 1,200 firms managing a combined $1.8 trillion, shows top-tier firms succeed through efficiencies.
A couple of major court rulings may lead to more litigation related to defined-contribution retirement plans.
