Practice

Retirement plan participants using an online tool save at an average rate of 39% higher than other plan participants, according to a study by Principal Financial Group of its clients.

Financial services firms are being specifically targeted in Web attacks by "criminal elements," according to Edward Powers, a principal at Deloitte & Touche. Those attackers “know what assets they’re going after and they’re going after you in a very orchestrated way,’’ he said at a meeting of the Wall Street Technology Association.

Women are not only becoming more responsible for the finances in their own homes, but they are passing on their knowledge to their own parents.

Anyone looking for the Treasury Secretary to endorse a specific approach to the future of the GSEs was surely disappointed by his testimony Tuesday, yet much could still be gleaned.

A study of Principal Financial Group retirement plan participants shows that those using an online tool save at an average rate of 39% more than other plan members.

When the call comes from compliance that your branch examination is imminent, some advisors decide it’s time to take a vacation while others take the vapors. But branch exams should not be stressful or painful – if you follow these basic steps and integrate them into your practice.

A pair of prominent financial news agencies are teaming up with public relations and marketing firm Cognito to host a pair of soup-to-nuts events that will delve into what financial services professionals want and need to know about using social media in their practices.

MetLife and PIMCO have partnered to create a lifetime income solution. A client can purchase PIMCO mutual funds designed to provide inflation-adjusted monthly distributions to protect against inflation risk and separately purchase MetLife longevity insurance to provide monthly income after mutual fund distributions end.

Sam Pyle and Shauywn Smith joined Morgan Stanley Smith Barney from Merrill Lynch.

Why not tap into your affinity with clients to create a powerful marketing message, and solidify your hold on that group?