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Wealthiest households expected to keep getting richer
The cumulative wealth of the world's richest households will more than double to $202 trillion over the next 10 years, according to a study conducted by the Deloitte Center for Financial Services and Oxford Economics
Millionaires’ lament: We don’t feel wealthy
How much does it take to feel wealthy these days?
12(b)-1 reform bite should be ‘modest’ for most, KBW says
Concerns about the impact of the proposed 12(b)-1 reform are overblown — at least for the fund industry, according to a report released last week
Surveys show what wealthy expect from their advisers
“The rich are different from you and me,” F. Scott Fitzgerald wrote in a short story
Gen X do-it-yourselfers trump advisers
Well-off Generation X investors are unhappy with their investment advisers — and it's hard to blame them
Workers like auto-enroll, so why don’t plans push it?
“Anemic” default-contribution rates among defined-contribution plans using automatic enrollment stand in stark contrast to what plan executives consider optimal savings rates, a survey of 101 plans by the Defined Contribution Institutional Investment Association has found
iPad, smart phones have brokerages going ‘app crazy’
As consumers manage more of their lives via smart phones and iPads, financial services companies are trying to ensure that they don't get lost in the electronic shuffle
Advisers advising, but boomers not buying, survey finds
Sure, everybody complains about the weather, but nobody does anything about it. The same can be said…
Annuity tax alteration may hurt middle class
Preoccupied by a battle over federal spending, Congress has barely begun considering another piece of budget balancing: comprehensive tax reform
Advisers reaching out to clients in wake of Japan disaster
Investment advisers took to their phones or e-mail to answer client concerns about the possible effect of the crisis in Japan on their investments and on the U.S. recovery in general, according to an InvestmentNews website poll conducted this week.
IRS auditors went after rich in fiscal 2010
The Internal Revenue Service audited 18.4% of taxpayers reporting income above $10 million last year, up from 10.6% in fiscal 2009
Fidelity: 401(k) balances climbed 11% in 2010
Employees' 401(k) account balances in the equities markets in 2010 continued to climb and were higher than they were before the markets fell, according to a recent analysis
Investors are going short with their cash
A combination of low interest rates on long-term investments and investor aversion to risk has led consumers to…
Planners expect big revenue jump this year
Unflinching optimism continues to dominate the outlook of the financial planning community, despite the gloomy forecast from the media, according to the latest quarterly research from Russell Investments
Retirement confidence hits skids
American workers' confidence in having enough money for a comfortable retirement dropped to its lowest level in more than 20 years, and an increasing number of employees now plan to work past 65
Report slams SEC union, agency’s oversight of Finra
The Securities and Exchange Commission is about 400 employees short of what it needs to manage its workload,…
Advisers big on stocks, survey finds
Financial advisers have had their fill of bonds but have a hunger for stocks, according to the results of a January survey released by The Charles Schwab Corp. last Monday
Enforcement activity spiked in 2010
Disciplinary actions brought by Finra grew 13% last year to 1,310, from 1,158 in 2009, according to a study
Financial firms still in doghouse with clients
Trust, as the old saw goes, is easy to lose and hard to regain
