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Some seniors paid extra for riders that no longer applied because of their age, FINRA says.

The findings provide several opportunities for planners to build trust in their business models. Hint: Find an academic to support points you’re trying to get across to clients.

Market Vectors, the exchange-traded product arm of Van Eck Global, is tapping into the resilience of Indonesia’s economy by launching a fund focusing on the country’s small cap equity sector.

The average federal tax refund will be nearly $3,000. What will Americans do with the money? Biggest answer: spend it.

Kitces is co-author of The Annuity Advisor, and is a contributor to Financial Planning magazine, as well as a string of major consumer publications.

Chairman and CEO of Fulton Financial, R. Scott Smith Jr., will retire at the end of the year. E. Philip Wenger, president and COO, will succeed him, effective Jan. 1, 2013.

PIMCO and the Vanguard Group received the highest favorable ratings from prospective institutional investors among leading asset managers, according to a new study released by Cogent Research.

Third-party administrator CPI Qualified Plan Consultants, Inc. has added the Alta Trust Tactical Advantage collective investment trust funds to its retirement plan platform.

The two mutual funds, Emerald Growth Fund and Emerald Banking & Finance Fund, are being transferred from the Forward Funds to Leola, PA-based Emerald Mutual Fund Advisers Trust. The Trust is a wholly-owned subsidiary of Emerald Advisers, Inc.

Deutsche Bank’s Management Board is expanding the Group Executive Committee from 12 to 18 members, effective June 1.