Retirement planning

Nervous clients might seek negative information to support their beliefs. Here's how to ease their fears.

Starting holistic planning earlier will help preserve boomers' wealth

Aging clients may need to adjust real estate holdings to address changing health care needs. Here are 7 strategies to consider.

IMCA’s annual conference kicks off in Seattle on Monday with lessons for financial advisors from behavioral finance professor Meir Statman.

San Antonio-based USAA Investments, a provider of mutual funds and insurance products to members of the U.S. military, is currently prepping the USAA Target Retirement 2060 Fund to launch in July 2013.

T. Rowe Price Group has no immediate plans to begin offering active exchange-traded funds, the Baltimore Business Journal reports.

Defined contribution investment-only providers have a leg up on their plan provider counterparts when it comes to the creative and aggressive techniques that they use to move their products, according to a new study by research shop Oculus Partners.

BMO Global Asset Management has expanded its Defined Contribution Investment Only team with the appointment of two new regional sales managers.

Most Boomers lack confidence in their retirement readiness, and the unease is growing.

LIMRA research indicates that few of these consumers are taking full advantage of the retirement savings vehicles available to them.

These investors are often plagued by fear and paralyzed by indecision. They have very serious income needs, and traditional vehicles such as CDs, government bonds, and investment grade corporate bonds are not providing returns above inflation-let alone allowing them to meet household expense obligations. So where should they turn?

As a financial advisor to numerous types of clients, including recent retirees, I often think deeply about the issues my clients face in this market environment.

Long-term care is a top worry among high net worth and affluent investors of all ages, which opens new opportunities for conversations financial advisors can have with clients, according to the latest Investor Watch Report from UBS Wealth Management Americas.

BMO Asset Management U.S. is furthering its reach into the retirement market.

While some of the asset increase resulted from appreciation since the 2008 financial crisis, other factors contributed to this growth.

BMO Asset Management U.S. is furthering its reach into the retirement market.

Nationwide Financial is getting into the retirement market.

Janus Capital Group has appointed Michael Stern as regional sales director to spearhead the expansion of Janus’ intermediary distribution and sales in New York City.

Companies that submitted initial resolution plans last year to the Fed and FDIC under Dodd-Frank must detail in their second drafts how they would address impediments to a wind-down and follow the series of steps required for bankruptcy.

A cap that President Obama has proposed on the size of tax-advantaged retirement accounts is seen as potentially pushing savers to another product that limits payments to the government: life insurance.