Lee Conrad

Half of defined contribution participants still do not know how much they pay in fees and expenses—the same level as last year.

The Social Security System will be a significant source of retirement income for anyone over the age of 40. And it most likely will continue for decades, provided it gets tweaked and changed along the way. But that’s an important caveat. It needs to be changed.

Sales of deferred income annuities grew to more than $1 billion in 2012. But they are still a minor portion of the overall market, representing less than one percent of total annuity sales.

There is a lot of misinformation and misconceptions about Social Security. With the right knowledge, you’ll be able to help your clients as they struggle with their own fears of outliving their money.

The number of health savings accounts and high-deductible accounts has increased to 13.5 million

Affinity says the relationship should help it grow and increase productivity

Many financial advisors lack the skills to address basic issues like setting realistic expectations or educating investors on what retirement even involves

A lack of benefits for employees at small businesses is not exactly new, but the numbers are getting worse.

Sales were primarily driven by indexed universal life, which rose 39% for the quarter and 32% year to date.

The new practice management program includes retirement seminars, educational materials with action plans, online tools and a structured framework that financial advisors can follow with their clients, the company said.

Ascent Private Capital Management names two managing directors in Seattle area.

Outflows from U.S. stock funds decelerated last week to $2.3 billion; bonds more than make up the loss.

The regional bank plans to substantially strengthen its western footprint with new advisors in Oregon, Washington, California and Nevada.

The bank’s wealth management division had been going through its own changes already, and most observers believe it is on a good track.

Even with a law separating commercial banking from investment banking and insurance, Editor Lee Conrad doesn't believe we’re prepared to leave the big, systemically important companies out in the cold in times of trouble.

Citi expects new banker to play a key role in growing its franchise in Northern California and reaching more ultra-high-net-worth clients.

Small banks had total investment revenue of $266 million for the first half, up 11% over the same time period last year: report.

Former Navy Seal imparts management lessons for business and everyday life.

The use of specific words has lessons for all FAs, according to research unveiled at the Raymond James Financial Institutions Division Management Symposium.

Technology was one of the main reasons Nova Bank chose Sorrento Pacific Financial