Practice

New research from PIMCO says that the majority of consultants think plan sponsors should offer their 401(k) plan participants target date or target risk strategies of the active management variety.

Your Facebook strategy for your practice should be different from your Twitter and LinkedIn approaches, with a more personal touch.

There's a new addition to the "we already knew that" file -- a new Millionaire Corner survey of affluent investors.

An expanded database of complaints that consumers have filed against large financial institutions went public Thursday, but the debate over whether the new treasure trove of information helps or hurt banks is just beginning.

While most parents (73%) have regular conversations with their kids about money, they tend to shy away from conversations about long-term financial goals.

Steven A. Cohen did something unusual when Michael S. Steinberg was arrested on the morning of March 29 and accused of insider trading at Cohen’s $15 billion hedge fund SAC Capital Advisors LP.

Planners seem to be overestimating the investment knowledge -- and, perhaps more important, the risk appetite -- of their clients. Advisors are three times more likely to describe clients as “very knowledgeable” about investing than investors do themselves (42% vs. 12%, respectively), according to a new Accenture survey of 400 financial advisors and 1,000 investors in the United States. …

Not sure how to help your small business clients see a situation more clearly? Try these road-tested tips in talking to your entrepreneurs.

The Minneapolis bank stakes its claim in the ultra high-net-worth space with facilities that are part private club, university, wealth management shop and boutique hotel.

Are your bank colleagues not referring business your way? Guess whose fault that is? It's not your boss's job, or anyone else's for that matter, to fix this situation.