Retirement planning

OppenheimerFunds today announced the extension of its senior loan investing franchise with the launch of the Oppenheimer Senior Floating Rate Plus Fund (SFR PLUS). This actively-managed fund offers investors access to the same experienced team as the firm's original Senior Floating Rate Fund (SFR).

The majority of American workers accept responsibility for financing their own retirement and are relying primarily on their 401(k) to get them there, but many lack the confidence to effectively manage their retirement savings.

The majority of American workers accept responsibility for financing their own retirement and are relying primarily on their 401(k) to get them there, but many lack the confidence to effectively manage their retirement savings.

The majority of American workers accept responsibility for financing their own retirement and are relying primarily on their 401(k) to get them there, but many lack the confidence to effectively manage their retirement savings.

When President Obama unveiled his budget for the upcoming fiscal year, which begins on Oct. 1, it represented a wish list.

Cook County, home to Chicago, had the rating on $3.7 billion of general-obligation bonds cut one level to A1 by Moody's Investors Service because it faces ‘formidable hurdles’ in fixing its pension system.

Raymond James is ramping up its pitch to attract independent advisors by opening up access to alternative investments.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients.

Findings from the second quarter 2013 John Hancock Investor Sentiment Survey—a quarterly poll of affluent investors—show a surpriisng lack of knowledge.

F-Squared Investments is aiming to start a revolution in the retirement market with its strategies that tame the bear while still riding the bull.

First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

Research conducted by ING U.S. underscores the growing role that retirement income planning continues to play in the readiness levels of working Americans. The study, Retirement Income Redefined, highlights some potential discrepancies in retirement planning ideologies and practices, and reinforces how retirement is being fundamentally redefined.

Morgan Stanley and Co. has agreed to pay $100,000 to the New Jersey Bureau of Securities. This came after Bureau investigators found the company was in violation of state securities laws and regulations in its sale of non-traditional exchange-traded funds to investors.

Research conducted by ING U.S. underscores the growing role that retirement income planning continues to play in the readiness levels of working Americans.

Research conducted by ING U.S. underscores the growing role that retirement income planning continues to play in the readiness levels of working Americans. The study, Retirement Income Redefined, highlights some potential discrepancies in retirement planning ideologies and practices, and reinforces how retirement is being fundamentally redefined.

J.P. Morgan Asset Management has launched a new communications program designed to deliver a simplified explanation of its SmartRetirement series of target date funds. The new program will feature animation, infographics and simpler terminology.

It's not all pina coladas and sandy white beaches for overseas retirees.

Mike Boosel of Baird turned a part-time teaching gig, helping seniors learn about retirement planning, into a lucrative source of clients.