Americans who work with financial advisers are more conficent about their retirement prospects.
The latest Retirement Confidence Survey is out today. For the 22nd year, the Employee Benefits Research Institute and Matthew Greenwald & Associates have asked American workers about their retirement dreams and concerns
Morgan Stanley, WellsTrade and Merrill Edge trail in Consumer Reports ranking of brokerages.
Facing regulatory and cost pressures, many consider selling out to larger firms
The difficulties of self-benchmarking for advisers came up in a panel discussion this morning at the American Society of Pension Professionals and Actuaries' 2012 401(k) Summit in New Orleans.
Plan participation, investment options not true measures of performance
Labor Department is seeking details on their members' IRAs
Senate Democratic leaders will introduce a bill that would provide tax relief for small businesses that hired new workers and purchased new capital equipment this year.
The Hartford's surprise exit from several key businesses is still making waves in the advice industry. The latest news: Edward Jones has ceased selling the carrier's life insurance and annuities.
Unlike earlier proposals by House Republicans, the bill wouldn't prevent any specific industry from qualifying for the break amounting to 20% of businesses' income
The case for quality dividend stocks in the first five years of retirement
Tough to make ends meet with CDs and Treasuries; volatility not as frightening when it's SOP
No idea about tax benefits of the accounts, or maximum contributions
Demand for alternative investments is on the rise, with clients eager to funnel money into real estate, private placements and hedge funds. But with nagging custody issues, plus regulatory warnings, few advisers can meet the growing number of requests.
