Practice

Peter Drake, vice president of retirement and economic research at Fidelity Investments Canada, spoke of five retirement risks in a speech Monday at the Canadian Institute of Financial Planners’ annual conference in Ottawa.

State Street Corp. this week said it will roll out a new mobile application for executive-level portfolio and fund managers' iPads in the fall, giving clients real-time access to portfolio and risk exposure data on their beloved mobile devices.

Fidelity’s Drake on the Five New Retirement Risks

ICI Urges DOL to Make Electronic Delivery Default for 401(k)s

A former employee pleaded guilty Monday in federal court to helping Bernie Madoff create false records for investors.

State Street Bank this week announced plans to offer a cloud computing service geared to investors and investment professionals.

Forty-one percent of the more than 2,000 high-net worth individuals surveyed in the Barclays Wealth Insights report said they wish they had more control over their finances, which is critical since emotions can cost investors up to 20% in returns over a decade if they buy high and sell low.

Putnam, iPhone, 401(k), app, application

With implementation of the Dodd-Frank Wall Street Reform Act about to shower hundreds of new rules on capital markets, it's easy for other legislation to take on a cloak of invisibility.

Retirees and near-retirees are nearly panicked about their future. They fear they will live in poverty in their senior years, according to one-on-one interviews conducted with 264 Baby Boomers by Financial Engines, a supplier of automated investment advice online.