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Mass Affluent
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Global Pension Assets Will Hit $46T by 2020
September 3, 2010New report by Allianz says U.S. pension market is expected to see slower growth.
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Bank Brokerage Sees 2Q Bump
September 3, 2010Things look up for the bank channel after a challenging few years.
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Asset Managers May Neglect Emerging Wealthy Post-Reg Reform
September 3, 2010The fallout from the financial reform bill is still up in the air, but the wealth management industry expects compliance and service costs to rise.
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Bank Annuity Sales Finally Stabilize
September 2, 2010Fixed annuities, which experienced a sales boom last year in banks, stem the bleeding, while variable annuities finally start trending upward, Kehrer-Limra says.
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Most 401(k) Participants Ignore 2Q Volatility
September 2, 2010An 11.4% decline in the S&P 500 Index fails to deter group plan participants long-term plans.
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Advisor Confidence Drops to Lowest Level in Over a Year
August 31, 2010Dramatic decrease comes as advisors fret about lack of job growth.
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Banks Revamp Savings Accounts for a Thriftier Consumer
August 3, 2010Saving money is back in fashion, and banks are taking notice.
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Lesbian, Gay Boomers Confident but Under-prepared for Retirement
March 24, 2010Aging and retirement questions are especially critical to lesbian, gay, bisexual or transgendered individuals and couples that are often single, childless and even when they do form families, have no nationally guaranteed legal provisions to help them work through these critical issues.
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InvestForLess Brings Institutional Pricing to the Masses
March 23, 2010A new company is promising to shake up the way Americans invest by providing individuals with direct access to institutionally priced mutual funds and other investments.
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