Advisor Sales Strategies

Bank of America (BAC) said Tuesday that its latest Merrill Edge mass-affluent survey found that 63% of the mass affluent are seeking financial information and guidance from established sources, such as financial advisors, versus, 53% in January. About 37% of the mass affluent are turning to their brokerage firm versus...

Different age groups have different concerns about their retirement, according to the 2011 Franklin Templeton Retirement Income Strategies and Expectations survey.

A new report by Fidelity Investments shows that the Pension Protection Act of 2006 has had a positive impact on both 401(k) plan design and participant savings behaviors.

The U.S. population of people 65 and older is now the largest in terms of size and percent of population, compared with any previous census, according to the U.S. Census Bureau. The group grew faster than the total population between 2000 and 2010.

For tax year 2011, for the first time ever, brokerage firms will be required to report some capital gain/loss and cost basis data. This change will create new challenges and opportunities for your clients. In this article, well explain them, so you can work more closely with clients and their...

The Pension Benefit Guaranty Corp. announced that it will increase the yearly maximum benefit a 65-year-old retiree can receive to almost $56,000 from $54,000.