Retirement planning

There is a lot of misinformation and misconceptions about Social Security. With the right knowledge, you’ll be able to help your clients as they struggle with their own fears of outliving their money.

The most vulnerable groups were singles, households with no pensions, African-Americans and Hispanics.

After less than a year of striking out on its own, Pyxis Capital is right back to where it started.

T. Rowe Price has made an addition to its Defined Contribution Investment Only team hoping to continue its momentum in the retirement space.

More than half of Gen X and Gen Y consumers in the U.S. admit having little or no knowledge about investments and financial products, according to a LIMRA study.

Target-date funds have an “implicit guarantee” to deliver a particular return by a particular time. Are the funds being marketed responsibly?

Even as Americans struggle to save, with more than four in 10 living from paycheck-to-paycheck and eight percent who say they don’t earn enough each month to pay for essentials, most are confident in their ability to manage their personal finances, according to a recent survey by Allstate.

Married Baby Boomers are much more likely to have retirement savings and a retirement goal than their single friends.

Total HSA accounts rose by 22% last year, to more than 8.2 million, while assets picked up by 27%, to $15.5 billion.

Target maturity funds picked up more than $13 billion in the fourth quarter of 2012, bringing the industry’s total assets to some $485 billion, a 29% increase from a year ago, according to data from Ibbotson.

Fidelity will team up with Extend Health, a Towers Watson company, to help retiring corporate employees choose Medicare coverage.

Jim O'Neill, chairman of Goldman Sachs Asset Management, will retire later this year. 

Many financial advisors lack the skills to address basic issues like setting realistic expectations or educating investors on what retirement even involves

Can target date mutual funds continue their rapid ascent? Folio hopes so.

In 2010, pre-retirees had $6.1 trillion in investable retirement assets. Retirees had $5.9 trillion. By 2020, that’s expected to swell to $10.2 trillion and $11.4 trillion, respectively, according to LIMRA.

Less than half of Gen X consumers (46%) selected retirement as their top reason for saving, with vacation and travel the top choice for 38% of this demographic group.

Finding a way to keep clients safe while generating more income in the markets.

Firms are partnering with their advisors to help mid-market business owner clients retire.

F-Squared Investments this week announced that its assets under management topped $10 billion as of January 4, up from approximately $5.6 billion in the previous year.