How the Wirehouses Embraced ETFs
Wirehouses and other large broker-dealers have emerged as key players in ETF distribution; big data and smart beta will drive the trend further.
Top Mutual Funds in 401(k) Retirement Plans: BrightScope
Two big fund providers accounted for more than half of the funds represented.
For the Wealthy, It’s Hard to Find Good Help
Family offices are hiring household help for high-net-worth clients — but should they get involved?
Social Security Is Here to Stay, and Advisors Are Studying Up
Whatever Social Security looks like in the long term, it's not going away, and advisors are streaming into The American College's RICP program.
What Older Advisors Don’t Get About Younger Ones
Older advisors are still trying to figure out how to connect with the millennials whom they hope will some day take over their practices.
How to Stop Clients From Ruining a Vacation Home Purchase
Sarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.
Investors Taking IRA Contributions to the Max: ICI Report
ICI finds that nearly half of traditional IRA owners are taking advantage of increased limits on traditional IRA contributions.
SS&C’s Advent Software Buy Is a Done Deal
"We bring a treasure trove of technology" to Advent's popular Black Diamond platform, SS&C CEO Bill Stone said.
For Small Businesses, an IRA With Pension-Like Features
As small businesses and self-employment grow, many people are using an SEP IRA as a retirement savings tool in place of traditional IRAs or 401(k)s.
Clients Clamoring for Help on Rollovers, Annuities: Cerulli
The DC plan-dominated landscape leaves clients needing help generating retirement income and managing the sequence of returns, a report from Cerulli and IMCA says.