Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.
Lazard Ltd., the largest independent financial-advisory firm, reported a surge in first-quarter profit that beat analysts' estimates as revenue from advising on mergers doubled.
The fastest-growing and most profitable firms often take unconventional approaches to their business models. <i>To see how your firm stacks up, <a href="http://www.investmentnews.com/2014fp">take part in this year's study</a>.</i>
Cypress Group joins a growing practice with roots in financial planning for doctors, entertainment industry nonprofits. <i>Plus: <a href="http://data.investmentnews.com/aotm/" target="_blank">See who else is switching firms</a>.</i>
Leader Total Return Fund manager goes off the beaten path to make nimble bets on market and rate patterns.
They're even interested in international stocks, survey finds.
Moving money from one record keeper to another so hard that some clients give up and stay put.
Industry vet says the future lies in retail, with baby boomers retiring and workers being moved to defined contribution plans away from pensions.
Where do the top advisers make the most in annual production at independent broker-dealer firms? Find out which firms came out on top in the <a href="http://www.investmentnews.com/section/specialreport/20140427/2014IBD">latest IBD special report</a>.
After the government began delivering welfare benefits electronically, burglary, larceny and assault all fell. Some academics argue that reducing the use of cash further would cut street crime even more.
The conventional wisdom is to move out of bonds, but a strategy to diversify the income-producing assets in your portfolio may be a better bet.
<i>Breakfast with Benjamin:</i> Sugar-coating data to downplay retirement-income challenges. Plus: Simplified Fed-speak, ETFs continue to threaten active management, leveraged-loan fund investors hit the bricks, and there are still undervalued stocks worth considering.
<i>InvestmentNews</i> senior columnist Bruce Kelly discusses whether these firms can continue their 2013 run
Adviser agrees to pay more than $500,000 over ERISA violations.
ERISA 3(16) fiduciary plan administrator business is growing, but plan sponsors need to watch out for traps.
Billionaire Steve Schwarzman expects private equity returns of 10% over market. But let's get real: The odds of you seeing that in your 401(k) are slim.
The surprising resilience of Treasuries has investors recalibrating forecasts for higher borrowing costs as lackluster job growth and emerging-market turmoil push yields toward 2014 lows.
Weitz Investments calls the stock market tough for active managers and with equities trading at 85% to 90% of fair value, the money manager has socked cash away to take advantage of volatility.
