Demographics

The number of recipients has increased as the baby boomer generation reaches retirement age.

Despite the win, a proxy adviser had raised concerns that the bank’s compensation committee uses too much discretion when determining total pay.

BlackRock will appoint an “independent fiduciary to vote” on proxies, according to a spokesman.

Joe Duran outlines the company’s strategy for its mass-affluent advisory push.

Some advisors think they’re stuck with legacy systems. They’re not, says the firms’ managing partner.

The S&P 500 bottomed in March 2009, but clients have since seen a huge boost in their retirement savings.

Clients who want to retire in their 30s or 40s will need a lot of hand-holding.

Some industry experts worry too much indexing is leading to a lack of price discovery and poor corporate governance.

Advisors who aren’t putting in the work to attract the next generation are taking a risk.