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More than six in 10 advisors predicted market gains greater than 5%, a sentiment that has increased from just three weeks ago.

At the end of last year’s fourth quarter, the average 401(k) balance was up almost 8% from the prior quarter, to $69,100. Fidelity Investments president of workplace investing, James M. MacDonald, called these results “encouraging.”

A recent MFS Investment Management survey reveals that the past few years of economic uncertainty continue to take their toll on younger investors’ confidence in their retirement plans.

Credit Suisse said its Wealth Management clients contributed net new assets of $4.4 billion in the fourth quarter, even as its investment banking business took a steep plunge that led to a loss for the company as a whole.

Key Private Bank, the investment, trust and wealth management arm of Cleveland-based KeyCorp, has established Key National Trust Company of Delaware to provide trust services for wealthy clients and prospects seeking asset protection, tax savings and flexibility.

Trading is tough. Managing the results is tougher. Who wants to be bothered with administration? Here’s what to do if you want to outsource that.

These days, investors of all ages are understandably concerned about socking away enough income and making the best investments today to ensure a comfortable retirement later in life. Only 20 years ago, more than half of all American workers said they were on track to retire before they reached the age of 65. Today, only about 23% of Americans say they’ll be able to retire by that age. But for those investors – and the financial planners they rely upon – who still plan to retire early – maybe in their 50s or early 60s – here’s an interactive slide show featuring seven of the largest obstacles standing in their way. Source: RetirementEgg.com

Steve Sanduski, The Prosperous Advisor, says too many advisors are stuck in a pattern that’s keeping them from making new connections and reaching their full potential. Here are five tips to help break that cycle.

This week, IRA expert Ed Slott tackles questions about how distributions from contributions including both pre- and post-tax dollars will be taxed.

Patrick Goshtigian takes the helm as the firm continues an expansion that began in 2005, via core operations and acquisitions.