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A recent paper by the Center for Retirement Research at Boston College suggests that in terms of actually being able to maintain one’s lifestyle in retirement, compared to other factors, the focus on asset allocation is largely misplaced.

While affluent women present a unique challenge to you as the advisor, they also represent a big opportunity as well.

Putnam Advisory, a unit of Boston-based Putnam Investments, was charged yesterday by Massachusetts state regulators with deceiving investors who purchased about $3 billion in mortgage-related securities created and sold by Putnam several years ago.

A little more than two years after the Dodd-Frank Wall Street reform bill was signed into law, a prominent Washington think tank has convened a broad range of policy experts to examine the law, to the extent that it has been implemented, and produce a substantive set of recommendations for lawmakers to consider as they mull updates to improve the financial regulatory landscape.

Ed Slott, Your Ira Expert, examines timing an IRA conversion and moving an IRA when your beneficiaries are outside of the United States.

In spite of Medicare’s almost constant presence in the news recently, most U.S. investors still grossly underestimate how much they will need to save to cover the costs of healthcare in retirement, it emerged in a webcast last night from Wells Fargo’s retirement group.

Despite the worldwide market turmoil of recent years, U.S. investors have been boosting their allocation to overseas funds, but need more education from advisors to battle a serious overweight in U.S. stocks, according to a new white paper.

BOSTON - The membership of the National Investment Service Company Association voted to change the trade association's legal name to simply NICSA.

The membership of the fund services industry association Thursday morning named five new directors to its board and Fred Naddaff of Sungard as the board's chairman.

Kevin Keller, the CEO of the CFP Board, expain how enforcement has changed since he took the helm at the company and he looks ahead at the future of the group.