by
Jim McConville
Millions of business owners may be underprepared for retirement,
according to a new survey that shows small business owners do not have a
clear picture on how much money they'll need when they...
by
Jim McConville
The Boston company saw its 401(k) sales jump 40% in 2011 to $6.6. billion.
by
Karen DeMasters
New Yorkers say that before they are age 65, it's more likely the Yankees will win the pennant than that a New Yorker will retire.
Public pensions ironically benefit as the private equity companies they invest in cut jobs.
by
Karen DeMasters
A new survey by Bank of America/Merrill Lynch suggests those nearing retirement are looking at it differently.
by
Jim McConville
While women across generations are eager to provide financial support to
family members, they're placing a stronger emphasis on self-reliance,
according to a new MetLife Mature Market Institute...
Wall Street is selling record numbers of structured CDs to savers seeking the
chance to earn eight times what fixed-rate deposits pay, while having
principal backed by the FDIC.
by
Karen DeMasters
According to Cogent Research, 43% of the people who are planning to rollover money from 401(k)s or other employer sponsored benefit programs to an IRA
during the next 12 months will work with a...
by
Karen DeMasters
Football season may be over but a Legg Mason retirement council is still
advising employees, especially younger ones, to implement a "first and
ten" strategy to position themselves for a healthy...
by Juliette Fairley
Pimco's Tony Crescenzi says financial advisors may want to use a
strategy called "rolling down the yield curve" with older clients that
can protect bond principal when interest rates rise and...
by Robert Laura
Financial advisors can dramatically improve their client relationships by paying more attention to the psychology of decision making than to investment fundamentals.
by Robert Kreitler
Weaknesses in how financial advisors manage money have been exposed over the last several years. For one, they should view portfolio management differently than portfolio managers.
by
Kathy Lynch
Capital infusion will assist development of technology platform serving RIAs.
by
Karen DeMasters
Healthy baby boomers who are likely to enjoy long retirements should consider bucking conventional wisdom and keeping more money in riskier equities, rather than switching to safer investments
as...
by
Jim McConville
"Some'' or "very few'' employees will be actually financially prepared
for retirement, according to a survey of executives who oversee 401(k)
retirement plans.
by Juliette Fairley
Financial advisors working with federal employees need to be well versed on their unique benefits.
The U.S. Treasury Department will help expand the availability of
annuities and lifetime income choices in retirement plans, the agency
said today.
by
Karen DeMasters
If knowledge is power, employers and employees are about to become more
powerful in administering retirement plans such as 401(k)s as new federal regulations demanding more transparency
for fees...
by Dan Moisand
Financial advisor Dan Moisand explores why immediate annuities make sense to economists and reveals a reason why clients don't like these products.
by
Karen DeMasters
Three-fourths of the people enrolled in employer-sponsored retirement
plans would be willing to be automatically enrolled in a 10% savings
"boot camp" for six months, according to a new survey.
