More than half of RIAs in a recent poll believe the industry will continue to grow faster than the market, and more than 90% believe that it has not yet hit its peak growth.According to the latest Independent Advisor Outlook Study (IAOS) from Charles Schwab, registered investment advisors (RIAs)... READ MORE

As retirement plan assets continue to increase, a new report finds that the vast majority — 88% — of all target-date mutual fund assets are held through DC plans and IRAs.The Investment Company Institute (ICI) research notes that as of March 31, 2015, target date mutual fund assets totaled $741... READ MORE

Earlier this month, Tampa-based Calton & Associates, Inc. got their own game on with their first annual retirement symposium “K Day” following their national sales conference.President of Retirement Amy Glynn got things rocking and rolling with an oversubscribed audience of 50 attendees and 14... READ MORE

A new analysis of brokerage account usage in DC plans finds that participants taking advantage of the option are older, have more than twice the tenure, and have much larger balances than other participants.However, the report, based on plans record kept by Vanguard, notes that fewer than 10,000 of... READ MORE

Collective investment trusts may be an emerging notion for many defined contribution plans, but they are already well ensconced among the nation’s largest plans.According to Pensions & Investments’ listing of the 100 largest corporate DC plans, collective investment trusts were the most popular... READ MORE

Budget-setting committees in both houses of Congress have approved measures that would eliminate from the Department of Labor’s FY 2016 budget funds earmarked for implementing the DOL’s proposed fiduciary rule.On June 24, the House of Representatives’ Appropriations Committee approved a fiscal year... READ MORE

It must have been retirement survey day yesterday — and as a result we now know that Gen Y are conservative savers, couples aren’t communicating about finances as well as they think, and Gen Xers — at least some of them — are proactively preparing for retirement (or say they are).First off, a... READ MORE

Plan sponsors appear to be souring on the service provided by their retirement service providers, perhaps because their expectations are rising, according to a new report.The percentage of clients who were classified as “loyal” using Chatham Partners’ proprietary loyalty algorithm dropped from 61%... READ MORE

A new survey finds some interesting generational differences in how couples work with their advisors.More than six-in-ten (61%) Millennials say that one partner primarily interacted alone with their advisor, compared with 49% of Generation X couples and 40% of Boomers. Moreover, younger investors... READ MORE