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More financial firms in the retirement space are considering the lifetime value of consumers.

Foreign investors should be diversified in order to survive this period of market volatility.

The Financial Services Institute launched an online social community on Tuesday modeled in part on LinkedIn and aimed at allowing advisors to network and connect privately.

While equity mutual fund investors headed for the doors in droves after getting pummeled during the Great Recession, many 401(k) participants and mutual fund investors have continued to add to their asset allocation funds, which include target-risk, target-date and other mixed-asset funds.

The IRS ruled last week that it will recognize same-sex couples even if they reside in a state that does not recognize their marriage, provided they were lawfully married in a state that does.

A new study by retirement and investment trends research firm Hearts & Wallets, LLC found that more retirement firms are considering the lifetime value of consumers--currently 55%, up from 43% in 2010--showing an increased focus on younger investors.

When advisors befriend each other, and respect the work that each other do, it adds to the roster of people willing to help grow your business.

The 2008 and 2009 global financial crisis left many investors disappointed with the high volatility and negative performance of their portfolios and leading them to re-evaluate the risk reducing ability of asset allocation.

The 50 largest asset managers accounted for more than US$38 trillion in assets under management at the end of 2012. This is a full US$4 trillion more than the year before, even as the biggest firms in the industry continue to enlarge, according to The Cerulli Report: Global Markets 2013.

Operating in an environment where we are all expected to do more with less, asset managers increasingly rely on service providers.