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In a new report from the Government Accountability Office (GAO), experts recommended that middle-income retirees convert a portion of their savings into an inflation-adjusted annuity or opt for an annuity instead of a lump sum from an employer sponsored defined benefit (DB) plan. They also recommended that Americans delay taking Social Security benefits until at least full retirement age.

BlackRock favors U.S. growth stocks and quality U.S. bonds. GMO recommends cash rather than other forms of “tail-risk” protection. In Russell survey, bullish sentiment for U.S. large cap growth stocks dropped but still a majority view. Barclays expects that central banks will ignore recommendation by Bank of International Settlements to act against inflation.

Last year was a good one for registered investment advisors, according to the 2011 RIA Benchmarking Study from Charles Schwab, the largest focused solely on RIAs.

A new study to be published in an upcoming issue of Psychological Science, a journal of the Association for Psychological Science, has found that when people are reminded of money, they respond differently and mimicking can backfire and make establishing a relationship and a sense of trust even more difficult for financial advisors.

The old saying ‘sell in May and go away’ does not apply to daily investing life anymore, and many advisors know the reasons why.

Bank of America has lured Morgan Stanley Smith Barney financial advisor David Massey, who previously had $1 billion in assets under management, to its Merrill Lynch brokerage in Carlsbad, Calif.

UBS Wealth Management Americas continues to build on its recent hiring spree with the addition of a two-member Morgan Stanley Smith Barney financial advisor team in Tucson, Ariz.

A tight focus on doctors as clients keeps Ara Oghoorian, founder and president of ACap Asset Management, Inc., on top of the specialized needs of his clientele. ACap is a financial advisory firm located in Beverly Hills, Calif.

Plans to force the largest banks to hold as much as 2.5% more capital would put them at a competitive disadvantage to smaller institutions.

TS-Associates said its software for precisely measuring the performance of high-speed messaging systems now can run on the Microsoft Windows operating system and can directly access stored data, to speed up calculations.

Guinness Atkinson Asset Management has launched the Renminbi Yuan & Bond Fund, which it says is the first traditional open-end mutual fund to invest directly in bonds denominated in the Chinese currency, Renminbi.

First Trust Advisors is planning to launch the First Trust ISE Cloud Computing exchange-traded fund on Nasdaq on Wednesday, which it says is the first ETF focused on cloud computing.

Everyone knows that publicity is wonderful when you can get it. But far too many advisors think there is some sort of magic needed to get their name in print or to be interviewed on television or radio.

Rising oil prices, $14 trillion in federal debt, the near shutdown of the government and a slowing global economy resulted in "horrible" results for equity funds in the second quarter, said Tom Roseen, head of research services at Lipper, during his company's preliminary performance report on equity funds in the second quarter of the year.

As if it weren't already enough of a challenge to prepare investors for retirement. Besides the main worry of getting investors to save enough to live a dignified life in their senior years, there are growing concerns over longevity risk, rising healthcare costs and the ravages of inflation.

The Depository Trust & Clearing Corporation (DTCC) has named Credit Suisse executive Noel Donohoe to a newly created position of executive managing director and group chief risk officer.

American investors are in risk-aversion mode and are not likely to get out of that funk until interest rates start rising. That’s the fundamental conclusion of Morningstar senior stock analyst Greggory Warren.

In a new report from the Government Accountability Office (GAO), experts recommended that middle-income retirees convert a portion of their savings into an inflation-adjusted annuity or opt for an annuity instead of a lump sum from an employer sponsored defined benefit (DB) plan. They also recommended that Americans delay taking Social Security benefits until at least full retirement age.

While investment managers are not worried about the end of the government QE2 stimulus, their enthusiasm for the economic recovery, stocks and bonds is waning, Russell Investments found in its quarter Investment Managers Outlook survey.

The memory 2008-2009 market crash clearly continues to freak out Baby Boomers, according to a new survey by Allianz Life Insurance.