Retirement planning

Financial advisors with clients who have been awarded pension rights in a divorce should follow up to see if the proper procedures to claim those rights have been followed; if not, advisors should urge immediate action.

Private-equity firms, the exclusive money managers overseeing $3 trillion worldwide for the wealthiest investors, are discovering a new type of client: ordinary people.

MFS Investment Management has rolled out Class R5 shares for 40 of its US mutual funds. Class R5 shares allow MFS to offer a lower-cost share class option to plan sponsors of—and advisors working with—qualified retirement plans, including 401(k) plans. Class R5 shares, unlike many other share classes, do not pay sub-accounting fees.

When it comes to staying in touch with younger investors, face-to-face or phone contact trumps social media outlets like Facebook, Twitter or LinkedIn, according to a new survey from Merrill Lynch Private Banking & Investment Group.

Low-income individuals who use financial advisors reduced the risk of running out of money by up to 12.6 percent, depending on family status and gender.

Investors have major trust issues with their advisors.

New research from PIMCO says that the majority of consultants think plan sponsors should offer their 401(k) plan participants target date or target risk strategies of the active management variety.

When speaking with small business owners, be prepared with specialized knowledge, willingness to coordinate, and the ability to handle emotions.

New legislation means big changes for estate planning. Here's what you need to consider.

Manulife Asset Management has expanded its equity investing capabilities.

Defined contribution investment only firms will fare well in keeping fee compression, customized target-date funds and specialized advisory relationships on top of their to-do list in 2013.

Four in 10 participants in 401(k) programs who use in-plan advice expect to live as well or better than they did when working, compared to just 29% of all 401(k) participants.

In the wake of continuing financial uncertainty and a volatile market, some older clients (and even young ones too) may find themselves too easily caught unawares. In response, the CFP Board released on Wednesday a guide that provides older clients financial self-defense.

In the wake of continuing financial uncertainty and a volatile market, some older clients (and even young ones too) may find themselves too easily caught unawares. In response, the CFP Board released a guide that provides older clients financial self-defense.

A new survey by InvestingNerd, an online personal investing site, has revealed some “alarming” facts about investors’ lack of knowledge concerning online brokerage accounts, stock trading and 401(k) fees.

Wilmington Trust and BlackRock Institutional Trust Company are joining hands for a new suite of retirement funds.

Wilmington Trust and BlackRock Institutional Trust Company are joining hands for a new suite of retirement funds.

What is at stake for retirees should interest rates rise?

LPL’s retirement plan division, LPL Financial Retirement Partners, launched the Retirement Partners Group to provide members with a unified national identity. RPG members will receive the benefits of a comprehensive branding and marketing effort and the opportunity to network with other top LPL retirement plan advisors.

A new survey by InvestingNerd, an online personal investing site, has revealed some “alarming” facts about investors’ lack of knowledge concerning online brokerage accounts, stock trading and 401(k) fees.