Affluent Concerned with Retirement, Health Care Costs
Issues related to retirement and rising health care costs continue to rank highest among financial concerns for affluent Americans, according to a recent survey.
Tag: Advice
Many Asian Americans Don't Use Financial Advisers
Despite recognizing the need to have a plan or saving for retirement, less than one-fifth (18%) of Asian Americans have engaged in a conversation with a financial professional,...
More Retirement Plan Participants Want Investment Advice
Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...
Most Americans Say They Could Use Financial Advice
Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.
Employees Want Financial Guidance in the Workplace
Seventy-seven percent of employees said financial advice and guidance programs would improve their productivity in the workplace, according to MetLife’s 8th annual Employee Benefits Trends Study.
Few Americans Discuss LTC with Financial Advisers
Financial advisers might have ripe opportunities to talk to clients about long-term care insurance, a new survey sponsored by Genworth Financial suggests.
IRI Pyramid Illustrates the Balanced Diet of Retirement Savings
The Insured Retirement Institute (IRI) said its new Retirement Pyramid can help financial advisers explain what clients need to have “a healthy and vital financial future.”
Retirement Plan Advisers Should Expect Broader Definition of Fiduciary Status
Regulators might be cracking down on prohibited advice arrangements in retirement plans and broadening the scope of fiduciary status, suggested Jason C. Roberts, partner and co-chair of the...
More Workers, Retirees Turn to Financial Advisers for Help
As Americans regain confidence in their ability to retire, more workers and retirees turn to advisers for help, according to the 2010 Retirement Confidence Survey, released today by...
Advised Investors Feel More Confident about Equities
A survey by AXA Equitable found that Americans who work with financial professionals are more confident about their ability to invest in equities.
DoL Proposes Revamped Investment Advice Rule
The White House today proposed a new rule to implement the exemption for investment advice in the Pension Protection Act (PPA).
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Retirement Plan Adviser of the Year Finalists
PLANSPONSOR unveils finalists for the Retirement Plan Adviser and Retirement Plan Adviser Team of the Year awards.
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What You Need to Know about Webcasts
As retirement plan advisers learn how to lasso new media as part of their practices, one of the most established methods to consider is using Webcasts.
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Putting out Fires with Gasoline
The DoL pulls controversial participant investment advice rules—what’s next?
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Who Needs an Adviser?
Picking the best solutions—even the best automatic solutions—still requires expertise
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Lockton Dallas
David W. Altimont, Lucas M. Barton, Courtney Stroope, Erika Chavez, Kim Pacheco (Dallas, Texas)
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Michael M. Kane and Associates, an NRP member firm
Michael Kane, Mary Kane, Ashley Black, David Robinson (Alpharetta, Georgia)
E*Trade Unveils Portfolio Management Tool
E*Trade has rolled out a new advice solution that it says will “help investors navigate complex market dynamics.”