Tag: Practice management

Cetera Financial Group has agreed to purchase Tower Square Securities and Walnut Street Securities from MetLife Inc.

Retirement benefit decisions can no longer be made without factoring in health care, according to a source at Manning & Napier.

More American workers are planning for their retirement, according to the latest Financial Well-Being Index from The Principal.

The Government Accountability Office (GAO) recommends regulators take certain steps to reduce obstacles and disincentives to plan-to-plan rollovers.

Europe, sequestration, interest rates and that evergreen—government spending—are all part of the landscape dimming advisers’ enthusiasm for the economic outlook, a survey found.

Middle-class Americans need professional financial advice, but many do not think they can afford it, a NestWise source says.

Following the financial crisis, 56% of investors now believe it is entirely their responsibility to prepare for retirement, a Fidelity Investments survey finds.

New research shows providing employees with retirement income projections may lead them to save more.

Five percent of Section 401(k) plans include an automatic contribution arrangement (ACA), according to the Internal Revenue Service (IRS) 401(k) Compliance Questionnaire. 

The J.P. Morgan Funds Guide to the Markets for the second quarter of 2013 has been released.

Americans are taking on more risk than they would prefer, according to a study by Northwestern Mutual.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

Four in ten (44%) Americans polled admit their retirement savings may not last until the end of their life.

Aston Asset Management LP partnered with Lee Munder Capital Group LLC to debut a mutual fund, the ASTON/LMCG Emerging Markets Fund.

Ninety-eight percent of defined contribution (DC) investment consultants polled recommend clients offer a target-date or target-risk investment tier.

The Internal Revenue Service (IRS) offers material on its website about international issues affecting retirement plans in the U.S.

Half of retirement plan participants younger than 34 reported they have left a job in the past five years, leaving the door open for plan leakage.

Total U.S. retirement assets hit a new record high of $19.5 trillion as of December 31.

Charles Schwab released the Android version of its Schwab Advisor Center app for independent investment advisers who work with Schwab Advisor Services.