Retirement planning

Neil Bathon, founder of FUSE Research Networks, has been on the forefront of research and analysis of the retirement and asset management industries for the last four years.

Your IRA Expert examines life insurance benefits, the five-year rule, and required minimum distributions.

3D Asset Management today officially unveiled Vincent Leon as vice president and National Sales Manager overseeing all sales, marketing, and distribution for its Intermediary and Retirement channels.

More seniors are concerned about Medicare than about any other financial issue, topping even those who are worried about having enough money to enjoy retirement, according to a survey by Allsup.

Marc Jimenez, former regional director for Dimensional Funds, a $240 billion mutual fund family, has joined Cambridge Southern Financial Advisors to run the firm’s new Denver office.

Instead of expected retirement at the age of 65, the number has gone up to 75, according to My New Financial Advisor's survey.

Millions of Americans are facing their own personal fiscal cliff, with half of middle class investors saying their most important day-to-day financial concern is paying the bills, never mind saving for retirement, according to a survey from Wells Fargo. What can advisors do to help?

Facing a growing demographic of Americans who likely have not saved enough for retirement, BlackRock launched The BlackRock Retirement Center, a new digital retirement platform that offers individuals access to resources, tools and insights about their pending retirement.

Callan Associates has added Dana Brown to its Fund Sponsor Consulting group as senior vice president.

OppenheimerFunds has launched the CEO Advisor Institute, which combines business management, personal and professional development content and investment thought leadership for advisors.

Even though six in 10 women are concerned they aren’t saving enough to last throughout their retirement, few are taking steps to mitigate this risk.

Hawaii is the best state for retirees according to the 2012 MoneyRates.com analysis of the Best and Worst Stated for Retirement in the U.S.

Want to avoid personal liability in, for instance, properly valuing the assets in funds you manage?

Boston-Determining which asset classes and markets are currently attracting the most investor attention can be a daunting task for asset managers.

Franklin Templeton Investments announced the launch of its new online, interactive retirement center for advisors and plans sponsors on Thursday.

Franklin Templeton Investments announced the launch of its new online, interactive retirement center for advisors and plans sponsors on Thursday.

A recent paper by the Center for Retirement Research at Boston College suggests that in terms of actually being able to maintain one’s lifestyle in retirement, compared to other factors, the focus on asset allocation is largely misplaced.

In spite of Medicare’s almost constant presence in the news recently, most U.S. investors still grossly underestimate how much they will need to save to cover the costs of healthcare in retirement, it emerged in a webcast last night from Wells Fargo’s retirement group.

Think target-date funds are the default choice du jour for define contribution plan sponsors? Think again.

A new finding by Invesco is sure to make a few exchange-trade fund providers smile.