Retirement planning

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.

According to a recent “Investor Watch” report from UBS Wealth Management Americas, long-term care is respondents’ greatest personal financial concern.

Jonathan Baum, the chairman and CEO of Dreyfus, resigned from the firm on Monday, Jan. 21, to pursue other interests, Morningstar reports.

If you want to keep them on track, forget nitty-gritty details and focus on these six major themes.

When people hear “financial planning” or “retirement income,” they tune out. Try using “lifestyle design” instead to get their attention.

As the new Head of Personal Retirement, Jeff Cimini will help grow the firm’s Personal Wealth & Retirement division to meet the changing demands of the industry.

CLS Investments has appointment of Brian Clark as a wholesaler, covering Southern California, parts of Nevada, and all of Utah.

The Internal Revenue Service has released a long-awaited set of rules for correcting employee retirement plans that fail to meet the requirements of the Tax Code.

Goldman Sachs says it will begin publishing values of the assets held in its money market mutual funds in the United States on a daily basis.

A few years ago, a trio of analysts created a stir when they published two memos suggesting that the American economy had become a “plutonomy” – one that is highly and disproportionately controlled by the extremely wealthy. Keith Webber says that, when looking ahead to the millions of baby boomers who will be retiring in the next 15 years, it’s not hard to envision the idea of retirement turning into a “plutirement,” with two very different retirement realities facing your clients.

What trends stand to reshape retirement planning in the new year?