Practice

Only 45% of affluent investors are satisfied with their employer-sponsored retirement plan provider, according to a report from Cogent Research. Forty-three percent say they are somewhat satisfied, and 12% are dissatisfied.

At time when more Americans than ever are petrified they won't have enough set aside for retirement, a new LIMRA survey suggests that peace of mind could be just a phone call away.

This week, Ed dissects beneficiary designations and transfers from a 401(k) Roth.

The average 401(k) balance held with Fidelity Investments reached $74,500 at the end of the first quarter, a 12% increase from a year ago and a 58% increase from two years ago. This is the highest account level since Fidelity began tracking account balances in 1998.

How do advisors know that social media really works? How can an advisor measure the direct impact on his or her practice and bottom line?

Morgan Stanley’s Steven W. Stroker will lead Baird’s wealth management offices in the central region.

At time when more Americans than ever are petrified they won't have enough set aside for retirement, a new LIMRA survey suggests that peace of mind could be just a phone call away.

Whether its establishing a Facebook page to hawk your wares or building a corporate profile on LinkedIn to recruit new employees, social media has been a game-changer for small businesses that have embraced it despite their initial reservations.

With more and more pension plans exiting their domestic equity commitments for a sustainable crutch, plan sponsors stated in a new study that many are looking to long-duration bond vehicles to backup their liability needs.

ICI released its findings on data from more than 23 defined contribution accounts.