Portfolio

Seventy-five percent of financial advisers’ clients are planning to delay retirement up to five years, according to the quarter Brinker Barometer.

Northern Trust has launched a new investment fund platform consisting of collective funds sub-advised by investment managers retained and overseen by Northern Trust. The sub-advisors will market their funds themselves.

HSBC has launched the World Selection Funds, sub-advised funds managed by a wide range of respected investment mangers and that employ tactical asset management to invest in multiple asset classes, including domestic and international equity, bonds, commodities, property and private equity.

While investors shunned stock mutual funds in 2009 despite their dramatic comeback, they may finally be poised to return to the stock market via long-term funds, The Wall Street Journal reports.

Buyers of long-term-care insurance are reacting to the economic turmoil in just the way many in the insurance industry expected: with thrift and caution.

Wall Street is abuzz over whether the FDIC will encourage pension funds to invest in failed banks.

How will health care reform affect your clients? Where does the buy-and-hold argument stand? Are Americans doing something about their debt? What concerns about the economy still exist? Today, commentary from JPMorgan, Raymond James, Research Affiliates, T. Rowe Price and Gluskin Sheff makes sense of the economy’s current state.

In their recent shift toward retail deposits, one factor that has helped banks is weak competition from money market funds.

This year marks the 30th anniversary of the 401(k), the revolutionary retirement savings vehicle that has been annihilating pension plans, empowering individuals to take part in the stock market-and, sadly, that left retirees with the misfortune of leaving the workforce in 2000 or 2008 very badly off.

PHOENIX -- The mutual fund industry has been wracking its brains to come up with a suitable solution that provides investors with a guaranteed income component in retirement, but has so far failed to achieve this goal.