Practice

Left Coast Solutions has developed iJoin, an application for Smartphones and other mobile devices that helps investors determine how much they need to save for retirement to replace their monthly income.

401(k) investors and sponsors are likely to stand up and take notice of the fees that will be clearly presented to them in April, particularly the fact that investors pay most of the administration fees. These administration fees, or expense ratios, cover not just fund management but also recordkeeping, auditing and broker commissions.

Even though the stock market has been extraordinarily volatile over the past month, most investors are not changing their allocations to stocks and bonds, according to the RBC Consumer Outlook Index.

Although Federal Reserve Board officials promised to unveil a long-awaited package of key Dodd-Frank rules by the end of the summer, the central bank is likely to need more time to complete them.

For the past 25 years, a quiet but remarkable study has been going on at the School Sisters of Notre Dame convent in Mankato, Minn. What we’re learning might not only be the keys to happiness and long life, but have some interesting financial planning implications as well.

They may long to give up their daily commutes and have wide-open schedules, but far too many baby boomers are largely unprepared to leave their jobs, according to a new report by the Insured Retirement Institute.

It’s no secret that client referrals are essential to an advisor’s growth. The hard part is implementing an effective strategy. Here's what financial advisors need to know to supercharge their referral business.

Left Coast Solutions has developed iJoin, an application for Smartphones and other mobile devices that helps investors determine how much they need to save for retirement to replace their monthly income.

A Financial Industry Regulatory Authority arbitration panel has ordered Wedbush Inc. and one of its former brokers to pay $2.9 million in damages and fees to an elderly investor who allegedly fell victim to a faulty investment scheme.

Bank regulators have long kept state officials at arm's length. But the Consumer Financial Protection Bureau is forging close relationships with state attorneys general to enforce consumer banking laws.