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Thanks to economy, ’80 is the new 65′
Americans are prepared to work longer in order to save enough for retirement, according to a survey by Wells Fargo & Co.
Fiduciary standard an RIA’s best friend
Every time the debate over the fiduciary standard of client care hits the news, RIAs pick up a few more clients.
Don’t ask advisers what their firms are worth — they don’t know
To do their jobs, advisers must know the net worth of each and every one of their clients. So why is it so many advisers know so very little about the values of their own firms?
Advisers can slice and dice peer data via Fidelity study
An online dashboard created by Fidelity Institutional Wealth Services allows RIAs to compare themselves to their peers.
Clients are eager to use ETFs, but they don’t understand them
Exchange-traded funds are in the right place at the right time, according to the results of an investor survey conducted by The Charles Schwab Corp.
Moody’s: Ameriprise, Lincoln have strong VA hedging programs
Ameriprise Financial Inc. and Lincoln National Corp. have strong VA hedging programs, Moody's Investors Service said in a report on the most frequently asked questions about variable annuities
Bigger RIA deals in first half of year, but prices soft compared to early "08
RIA client assets that changed hands through acquisitions soared in the first half this year, but valuations of the firms are still below the 2008 peak
Performance not only reason for fund loyalty
Aside from investment performance, it is the softer traits that drive financial adviser loyalty to mutual fund providers,…
Baby boomers ill-informed about Medicare: Survey
Most baby boomers, even those past retirement age, say they don't know much about Medicare, the federal health insurance plan for seniors. Their ignorance could end up costing them.
Young affluent are awaiting your text
Financial advisers can add profitable business from less obvious market segments, one of which is investors who have never had an adviser
Family offices big on hedge funds, survey finds
Apparently, hedge funds are a hit with financial advisers who run family offices
Alarming number of boomers exhausted savings in recession
Slammed by the 2008 recession, a greater number of older Americans claimed Social Security benefits at a younger age, and a shockingly large percentage exhausted their personal savings, a government report has found
Insurers’ products are highly prized
Life insurers seeking to win financial advisers' business may want to step up their training sessions. A…
Products and insurers’ financial strength highly prized by advisers and agents
A LIMRA survey released Tuesday found that 32% of 616 producers picked an aspect of training as the most valued service offered by insurers.
Survey: Under-45 crowd way underinsured
If you want to reach out to an untapped audience for life insurance, try people under 45
Wall St. bonuses will not grow, workers predict
More Wall Street finance professionals expect bonuses to fall than rise over the next three years, according to a survey by eFinancialCareers
Advisers’ revenue up to pre-crisis level, but growth doesn’t have legs
Adviser revenue recovered last year to pre-crisis levels as assets continued to climb, but growth expectations for future growth have soured.
Jackson National Life Insurance is No. 1 in adviser satisfaction
Financial advisers are stuck on Jackson National Life Insurance Co.'s variable annuities
Ranks of advisers thin out for first time in a decade
The number of investment advisers registered with the Securities and Exchange Commission has fallen for the first time in 10 years, while the assets that they manage have increased sharply, according to a report released last week
Boomers ignorant about Medicare
Most baby boomers, even those past retirement age, say that they don't know much about Medicare, the federal…
