Practice

401K GPS has launched it personalized 401(k) monitoring service, to ensure participants’ strategies fit their risk profile. While the service monitors portfolios on a daily basis, it issues quarterly recommendations on how investors should reallocate their holdings, based on retirement goals and market expectations. Should volatility in the markets become pronounced, 401K GPS will issue intra-quarterly alerts.

In a union that would create one of the largest CPA and business advisory firms in California, Top 100 Firm Burr Pilger Mayer is merging with Windes & McClaughry Accountancy Corp., effective Jan. 1, 2012.

With people living longer and retirements stretching to 35 years, the need for income is greater than ever.

Community banks oppose capital One Financial Inc.'s proposed $9 billion acquisition of ING Direct USA, saying it would increase systemic risk.

Your personality type has to match the job's requirements, which are varied and likely to change over time.

Celebrities and athletes need tailored estate planning to minimize the risks of being in the spotlight.

To ensure estate planning and tax goals are a good fit, owners of unique assets need a risk management process.

Krawcheck is out, Darnell is in.

The president's once warm relationship with the largest American banks has been fractured.

The director of the MetLife Mature Market Institute discusses how financial advisors can best serve baby boomers.