Howard J. Stock

While most advisors selling 401(k)s did the dirty work themselves a decade ago, the majority now farms out admin to specialist firms.

While fiduciary rules, 12-b-1 changes and new ADV reporting requirements are on everyone’s radars, most advisors aren’t doing much to prepare.

Low rates on fixed annuities force advisors to branch out into life insurance sales, hitting a home run.

Almost three-quarters of voters are worried their savings won’t last retirement.

While the investment industry may be in two minds about how the SEC should proceed, investors are in no doubt that advisors should act in their best interest.

The fixed-income trend is leading the bumper inflows for bond-heavy fund families, while investors continue to punish American Funds for not being “bear-proof.”

Many people say their household finances are in order, citing austerity measures.

After analyzing 13 planning tools, Boston-based Aite names the three best products.

Despite everything, most investors still have confidence that market recovery is around the corner, survey says.

The Boston bank holding company promotes Thompson and Dawson.

Wells Fargo economists predict slow but stable growth, although they say more stimulus money might be necessary to prop up economic growth.

Last year was a dud, but year-to-date figures suggest that bank programs are turning things around.

Low interest rates on CDs mean traditional fixed-term assets are in motion.

While Union Bank of California is having a good year in terms of brokerage revenues, it isn’t having much luck holding onto sales managers, according to sources.

The creator of the highest daily value rider saw bank sales shoot up by 144% year-over-year in the second quarter.

Things look up for the bank channel after a challenging few years.

Fixed annuities, which experienced a sales boom last year in banks, stem the bleeding, while variable annuities finally start trending upward, Kehrer-Limra says.

An 11.4% decline in the S&P 500 Index fails to deter group plan participants’ long-term plans.

Market volatility means many entrepreneurs are focusing on the survival of their businesses ahead of their retirement plans.

With the SEC’s fiduciary-standard study period drawing to a close, SIFMA and FPC comment letters take up familiar arguments.