Private equity and other alternative asset management firms are moving down market to support the retail marketplace.

Approximately two-thirds of those billions poured into equities, amid optimism about U.S. economic recovery.

Seventy-seven percent of survey respondents said they owned real estate, and 35 percent said they owned real estate investment trusts.

A survey finds that up-and-coming wealthy individuals sought introductions and investigated potential wealth managers in a variety of ways.

Fifteen percent of the highest income investors have no plans to retire, and 31 percent plan to retire after age 70.

Demonstration project by Citi Foundation, NeighborWorks shows several benefits for low- and middle-income families.

Sponsors also face growing liability, with the number of claims against fiduciaries having tripled since the 1990s.

Thorough understanding, leadership and assistance key to giving retirement income providers a leg up on the competition.