Retirement planning

Irascible investing legend John Bogle questioned whether target-date mutual funds are the right retirement investment choice in all cases.

The most important thing an advisor can do for clients is to integrate their investment portfolios with the rest of their financial needs, according to Morningstar’s director of global fund research.

Last year, 36% of all participants in 401(k) retirement plans at Vanguard invested their plan assets in a professionally managed investment option, more than doubled from 17% at the end of 2007, according to the Valley Forge, Penn.-based firm.

RidgeWorth Investments is beefing up its sales team with the addition of Christopher Danos, Scott Goldberg and Mallory Carr.

In 2012, 36% of all participants in Vanguard retirement plans invested their assets in a professionally managed investment option, more than double that did so in 2007.

Athens, Ga.-based Stadion Money Management’s family of actively managed risk-based and target date retirement funds have found a new home on the Mid Atlantic Trust Company’s platform.

Trading at 25% down from an all-time high of $1,921 per ounce, gold's recent prices may have you thinking that the bull run is over.

One year after the "untimely" death of Richard Aster, founder of Larkspur, Calif.-based Aster Capital Investment Management, the investment advisor is selling off its assets.

Thanks to advances in medicine and technology, more of us will live to see our grandchildren to adulthood.

Ed Slott, Your IRA Expert, answers questions on when to convert a traditional IRA to a Roth and what happens when the 60-day rollover period has passed.

Defined contribution retirement plans could improve their risk-adjusted returns by broadening their investment options, according to a BNY Mellon report.

In an environment of transparency and volatile capital markets, you would think exchange-traded fund vehicles would hold more of a percentage in the $3.6 trillion retirement plan marketplace.

The rich are different from everyone else: They may need different insurance policies.

As the performance of equities markets pushes employee confidence up, financial advisors need to make sure they still wave the caution sign when it comes to their clients’ goals, according to Bank of America Merrill Lynch.

ING U.S. announced last week that the underwriters in its initial public offering have exercised their overallotment option to purchase approximately 9.8 million additional shares of ING U.S. from ING Group at the IPO price of $19.50 per share.

How could a financial advisor help a new client who wants to retire, but hasn’t saved much, doesn’t know how much to set aside and worries about running out of money in old age?

Higher capital gains and portability call for new strategies for trust assets.

Age Wave President and CEO Ken Dychtwald discusses what that new retirement reality may look like.

Mutual funds attracted estimated inflows of $7.97 billion for the week ended Wednesday, May 22, according to data from the Investment Company.

Robeco Investment Management has named Kerry James as head of institutional distribution, effective June 1.