Wealth management

From streamlined sales improvement tips to “monsters” in the Affordable Care Act, EBA has the best bloggers in the business who share their take on what’s hot in benefits. Take a look at the top 10 blogs of 2014 for a range of advice and business acumen.

Millennial women are making great strides in the workforce, but still "channel their inner ninth grade insecure freshman when it comes to financial matters," according to Fidelity's head of personal investing.

EBA Editor-in-Chief Elizabeth Galentine shares some broker impressions about the health exchanges’ first month and previews future coverage of brokers thinking outside-the-box.

EBA Editor-in-Chief Elizabeth Galentine introduces the first in a series of articles where thought leaders address today’s greatest challenges for the employee benefit adviser — and it’s not all about health reform.

EBA editor Elizabeth Galentine looks back as Employee Benefit Adviser magazine celebrates its ten year anniversary.

Last month, I was out on leave for a couple of weeks after reconstructive knee surgery. Since I was largely on bed rest, I was not able to drive, do chores or take care of my two little boys. I had some time on my hands for the first time in a long time, and filled it with some unexpected insights.

Lifelong income solutions for defined contribution plans are on the way. With defined benefit plans waning and life expectancy waxing, more retirees will need more guaranteed income than Social Security can provide.

MF Global Holdings Ltd. plans to sell bonds with an interest rate that will rise if Chairman and Chief Executive Officer Jon Corzine receives a federal appointment from President Obama.

Morgan Stanley has appointed a new head of its banks team within its financial institutions group in North America, a post that has been vacant since the previous head, John Esposito, left the role more than 18 months ago.

Meet EBA's Voluntary Benefit Adviser of the Year: Clients, carriers and even competitors turn to Rob Shestack to gain from his nearly 20 years of expertise in the voluntary benefits space.

Royal Bank of Canada may spend as much as C$1 billion ($1.06 billion) to buy asset managers outside Canada as the country’s largest lender seeks to triple profit from wealth management in the next four years.

Morgan Keegan, the brokerage unit of Regions Financial Corp., expects to receive initial bids on Monday from companies including Blackstone Group LP, Carlyle Group LP, Stifel Financial Corp. , TPG Capital, Apollo Global Management LLC and Warburg Pincus LLC, Reuters reported Friday citing sources familiar with the situation.

In 2001, a client came to financial advisor Bob Frey with a unique dilemma — and a fateful sense of timing.

Mutual funds in the U.S. that focus on bonds have the highest percentage of their assets in cash since 2008, which may temper a rise in yields from about record lows as managers put that money to work.

Under new rules, brokerages will probably have to draw up new disclosures to make clear that they are putting their client's best interests first, a level of responsibility known as a fiduciary standard.

New fee transparency rules for defined-contribution plans are likely to create both more competition and compliance headaches for brokers who advise the plans.

A stellar track record has helped make the PIMCO Total Return fund one of the most popular retirement investments in the U.S., featured on thousands of 401(k) plans.

Many mutual funds, especially index funds, are designed to resemble the market as a whole, so the government's decision to borrow trillions has prompted them to buy more and more Treasury bonds.

The lightly regulated registered investment advisor industry may offer few protections for investors who wind up with incompetent advisors.

Some states are trimming the tax due on estates or inheritances when someone dies, while others are raising them. Even more change is coming, complicating estate planners' efforts to preserve as much wealth as possible.