Portfolio

In 2013, fees and commissions from annuity sales produced $3.43 billion in revenue, up 9% from 2012, according to the Michael White Bank Annuity Fee Income Report.

Despite an uptick in savings rates, baby boomers are feeling more worried about their prospects for retiring securely, with a quarter of those polled saying they've postponed their retirement plans in the past year, a new study shows.

The rapidly emerging online distribution channel is attracting serious venture capital, while "do-it-yourself" firms with combined delivery mechanisms will be a "smart bet" going forward. See the list.

For advisors to the wealthiest families, a new report suggests that it's not what you do that matters -- it's how you do it.

With gold performance often hit or miss, fund managers who focus on this commodity face challenges marketing through the ups and downs.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report.

America’s improving fiscal health is starting to be reflected in the market for Treasuries.

Staff loyalty must be earned. Use these tactics to make sure your employees feel connected and committed to your firm's success.