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More than half of mass affluent Americans (57%) plan to push back their retirement, up from 42% in January 2011.
April 30 -
Advisors are ramping up their retirement income planning services as waves of Baby Boomers begin to retire, according to a new survey from LIMRA.
April 30 -
Revenue from the sale of investment and life insurance services at banks and credit unions increased 10% in 2011, led by a significant boost in advisory services.
April 30 -
As it expands its U.S. branches, Toronto-Dominion is hoping to sell more products to existing customers and to emulate its cross-selling success in its home country of Canada.
April 30 -
The retail financial services space can do itself a favor by making a few organic improvements, according to Danny Ludeman, chief executive officer at Wells Fargo Advisors.
April 27 -
As revenue growth diminishes, more community banks are looking to expand their wealth management and trust operations. A number of them, including Iberiabank and Wintrust, are turning to acquisitions for growth.
April 27 -
The Chicago-based company has bolstered its wealth management team in with the addition of veteran advisor Brian Heilman.
April 26 -
Bank of America, Wells Fargo, JPMorgan Chase and BB&T will still be standing a decade from now, BB&T CEO Kelly King says. His list omits a number of other prominent players, including Citigroup.
April 25 -
Making good on its promise to bulk up in asset management, City National Bank in Los Angeles announced Wednesday that it is buying Rochdale Investment Management in New York and combining it with its asset management subsidiary.
April 25 -
Ignore the rhetoric from both sides on the issue. The odds that the business lending bill will be enacted this year are significantly slimmer than they were just last week.
April 25 -
The State Street Investor Confidence Index dropped 3.9 points in April to 87.7 from 91.6 a month earlier, State Street Global Markets announced today.
April 24 -
U.S. Bank appointed Brian Vowinkel regional managing director in Seattle for Ascent Private Capital Management its ultra-high-net-worth unit.
April 24 -
Buyers and sellers still cannot agree on price, the heads of six acquisition-minded banks said in first-quarter earnings calls.
April 24 -
Fund investors paid an average of 79 basis points for equity mutual funds and 62 basis points for bond funds, down 4 points and 2 points, respectively, from 2010, according to a new report from the Investment Company Institute.
April 23 -
Here are 10 ways advisors can set themselves apart in a crowded market.
April 23 -
The company's net income more than tripled from the fourth quarter and rose 39% from a year earlier, to $245 million. Revenue rose 8% from the fourth quarter and 3% from a year earlier, to $2.2 billion.
April 23 -
A Kent, Wash., credit union joins peers from California and Michigan in opposing legislation that would allow non-profits to more than double their commercial lending.
April 23 -
Regulators on Thursday heeded complaints by financial institutions to provide precise guidance on when they would have to comply with the so-called "Volcker Rule," saying full compliance was not expected before July 21, 2014.
April 20 -
Bank holding companies earned $2.84 billion from the sale of annuities in 2011, up 10.4% from the previous year, according to a new report from Michael White Associates.
April 19 -
The new firm brings together the existing businesses of Saltzman Associates, Bielan Consulting and Ken Kehrers research and consulting expertise.
April 19







