Research from SEI found nearly three out of four investors regard "independence" as important, yet many believe it is not a realistic expectation when dealing with wealth management....
Nearly 70% of advisers expect the independent model to offer more earnings potential than any other business model over the next 18 months, a Fidelity Investments survey found.
Ongoing portfolio globalization and the increasing role of “alternative” investments - hedge funds, private equity and real estate - are expected to reshape institutional investment in North America.
Barclays Capital has launched Barclays Capital Research for iPad, which provides the firm’s institutional clients with access to its research via iPad devices.
AXA Equitable Life Insurance Company has developed applications for use on BlackBerry smartphones, which cover retirement income and life insurance topics.
Federal class action filing activity increased in 2010, yet the financial services industry is not to blame, according to the 15th annual Securities Litigation...
Research from The Hartford found lower income Americans are more worried about rising taxes than those with higher incomes, yet are not taking advantage of tax-saving solutions.
Less than five percent of advisers have shifted their practice to exclusively serve the Baby Boomer market, but researchers say this percentage is likely to grow.
Old research says narcissists behave the way they do unknowingly; now, research is coming out that says narcissists know they are narcissists and are perfectly pleased with the...
Transamerica Retirement Services is launching TPA Choice, a suite of solutions that provides third party administrators (TPAs) the ability to customize how they work with Transamerica.
Sentinel Investments hired Kelli K. Hill as co-manager to the Sentinel Capital Growth, Sentinel Growth Leaders, and Sentinel Sustainable Growth Opportunities Funds effective April 1, 2011.
The U.S. Department of Labor is soliciting public comments that address the possibility of expanding or modifying current rules about electronic distribution of employee benefit plan information.
Generations X and Y value working with a team; however, industry recruiters are trying to persuade with “be your own boss” tactics and not always succeeding, LIMRA research...
ETF Securities (ETFS) has cross-listed four of its physically-backed precious metal products on the Mexican stock exchange, the Bolsa Mexicana de Valores (BMV).