Practice

The new feature will allow Putnam 401(k) plan sponsors to provide their participants with a customized estimate of future health care costs.

This week, IRA expert Ed Slott clears up whether investors can deposit proceeds from dividends, interest and stock sales to pad their existing IRAs.

Ultra-high-net-worth households saw the largest amount of growth in 2011, and that segment is expected to grow at the fastest clip in the next five years at a projected compound annual growth rate of 8%, according to Boston Consulting Group’s 2012 Global Wealth Report released on Thursday.

Fidelity's latest poll offers some surprising answers: advisors are spending less time on client service and more time on risk and compliance.

Bank of America’s Merrill Edge program has added a new service to help families with special needs children.

61% of LGBT individuals surveyed believe they will have enough saved by the time they retire to live comfortably, while only 53% of non-LGBT members surveyed believe the same, according to a Wells Fargo survey.

Hartford Financial Services Group Inc. last September put the brakes on its effort to sell its mutual-fund unit to private equity shop Clayton Dubilier & Rice LLC after banks cut back on lending for leveraged buyouts.

LinkedIn is a great resource for wealth managers looking to interact with existing clients or find new ones. Here’s a step-by-step overview to help grow your AUM.

The hiring of Thomas Graham as a senior vice president of wealth management in Jannye's Washington, D.C. branch marks the 15th advisor to join the company this year.

Principals of RIA firms need to pay closer attention to workflow and operational issues at their firms, especially if they want to stay viable amid rising operational costs, Pershing Advisor Solutions said.