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Author and consultant Keith Weber says financial advisors need to cater their messages and their services to different generations of clients who have divergent agendas but share many of the same retirement planning concerns.

Mercer has launched a new blog for employers that it hopes will be thought-provoking. M/THINK also includes data-rich infographics and commentaries on key business issues facing today’s employers.

Strategic Insight parent Asset International has completed its anticipated acquisition of certain FRC products—and says it will make “significant investments to strengthen, enhance and expand acquired FRC products.”

The Best. The Brightest. And the Secrets of Their Success.

For financial planners, it means they might have to work a lot harder to get younger investors to recognize the value of investing in stocks.

Financial services firm Raymond James announced several new appointments to its senior leadership team, including the promotion of Dennis Zank and the announcement that Tash Elwyn will succeed Zank as president of Raymond James & Associates.

Rep. Barney Frank, the influential Massachusetts Democrat who championed legislation that made such a dramatic impact on the financial planning industry, will not seek re-election next year, capping a 32-year career in Congress.

BNY Mellon has agreed to acquire Penson Financial Services Australia. The Australian clearing firm, which also processes local exchange-traded equities and exchange-traded options, will become an affiliate of BNY Mellon’s Pershing unit.

iPhone 4S sales are off the charts, even with its battery issues. iPad sales are similar. Android now is the most popular operating system for mobile phones.

The fund industry has historically done an effective job of responding to regulatory challenges. Last Monday's show of force by the Investment Company Institute and 31 industry leaders was a case in point.