In Practice

Whether in the institutional or retail space, advisers might need to reevaluate practice models to better incorporate the ever-growing market of women.

Institutional investors are becoming more hands-on in their fixed-income investing, a study says.

A Cerulli study says the role of financial planning is becoming more important in client relationships.

Institutional investors are abandoning traditional soft dollars in favor of commission-sharing arrangements (CSAs), according to a study by Greenwich Associates

The majority of advisers said the cost of living given the current economic environment will impact their clients’ retirement timeline, according to the latest Brinker Barometer survey.

Asset management firms struggle to convey a consistent message to the marketplace, according to Cerulli Associates.

Despite the increased focus on the need to capture Baby Boomers’ assets post-retirement, defined contribution plan service providers are largely unsuccessful at retaining participant assets after retirement, according...

Have you noticed depleting stars from your hotel travel itinerary?

An Ibbotson analysis of target-maturity funds in the second quarter suggested that equity allocation did not have a clear impact on performance.

A study from Charles Schwab found that across all generations, Americans agree that more financial education is needed.

Retirees will outlive retirement savings if they continue at the same speed of spending, an Ernst&Young study found.

The SPARK Institute released a new version of its “Best Practices for 403(b) Plans Information Sharing -- Minimum and Comprehensive Data Elements″ reflecting a project by the Depository...

A new survey shows that while business owners overwhelmingly recognize the importance of an exit strategy, few actually have one in place.

Companies interested in preventing the impending retirement of their Baby Boomer workforce might be able to keep them around with incentives, new Employee Benefit Research Institute (EBRI) research...

JPMorgan research found that institutions are keeping alternative investment allocations intact.

If men and women pursue their dreams, they will be spending plenty of time apart during their years in retirement.

Hewitt Associates research said that not only will women need more retirement savings than men, but the gap between what they need and their savings is greater than...

Players who have a good golf day might also have judged the hole to be bigger in size, new research says.

A recent Spectrem Group study found that sponsors who use advisers as their main source of contact with providers are talking to providers more than others.

Our previous segment focused on establishing fees for the financial planning services you offer to retirement plans and plan participants. The next step explores how to articulate your...