Temma Ehrenfeld

Rollovers into traditional IRAs occur during the working years, not just at retirement, according to the Investment Company Institute.

Hedge fund, private equity, infrastructure and real estate asset management fees are down in both pooled and separately managed accounts, Mercer LLC's 2010 Asset Manager Fee Survey found.

Individuals aren't as interested in Roth conversions as many advisers expected. According to a Mercer survey, more than half of employers said that their employees hadn't asked for the option, and 45% said they had no plans to offer it.

Counselors have typically been young, about 30 on average, but according to David Jones, the president of the American Association of Independent Consumer Credit Counseling Agencies, more older people are entering the field.

Investments pinned to nonfinancial criteria grew more than 13%, to $3.07 trillion in the three years through 2009, a troubled period when all professionally managed assets increased less than 1%, according to the Social Investment Forum Foundation.