Subject Root Tag

As their companies shift from recovery to growth, chief financial officers are becoming increasingly concerned about the external and internal factors that could threaten their progress.

Lincoln Trust Company has introduced the Personalized Expense Ratio for the 401(k) plans that it administers. The ratio is designed for participants, plan sponsors and advisers to see the actual cost of their plans without having to perform calculations themselves.

IndexIQ, the Rye Brook, N.Y., developer of index-based commodity and liquid alternative investment products, this week unveiled a new exchange-traded fund designed for investors looking for even more exposure to emerging markets.

While investors feel that some cautionary fences have gone up around the industry and some are more confident about working with financial advisers, the Dodd-Frank Act has not delivered substantial changes to the financial advisory industry since President Obama signed it into law almost a year ago.

Employers are feeling confident about their financial futures and that means more new hires, fewer layoffs, and an increase in retirement benefits and reinstatements of certain benefits, according to the 12th Annual Transamerica Retirement Survey released on Tuesday.

While investors feel that some cautionary fences have gone up around the industry and some are more confident about working with financial advisors, the Dodd-Frank Act has not delivered substantial changes to the financial advisory industry since President Obama signed it into law almost a year ago.

Some may wonder how a watchdog with no head can do much watching, but that’s the current state of affairs as the new Consumer Financial Protection Bureau, one of the administrations key financial reform programs coming out of the 2008 financial crisis, officially opens for business on July 21.

The Rye Brook, N.Y. developer of index-based commodity and liquid alternative investment products, this week unveiled a new exchange-traded fund designed for investors looking for even more exposure to emerging markets.

Besides the standard questions about income, assets, debt, etc, what kind of questions do you ask to get to the core of your client's hopes and dreams? Do you ask them what scares them about retirement?

Celebrity heirs fighting over the estate is far from uncommon but it is unusual when an ugly court battle starts before the celebrity even dies. That certainly has been the case with the Dennis Hopper estate.

Unless high-speed professional trading somehow leads to more Flash Crashes and everybody decides they need complete liquidity on all investments, how fast you can get in and out of these funds should not matter much.

Without a permanent director in place, the Consumer Financial Protection Bureau gave fair warning Tuesday it plans to start monitoring the industry's largest banks for consumer abuses in just over a week.

While other regulators busily check off implementation goals set by last year's financial reform law, the new body charged with limiting threats to the financial system is getting lost in the shuffle.

Altegris Advisors has launched the Altegris Macro Strategy Fund, which it is characterizing as the “ultimate go-anywhere fund.”

The incorporation of guaranteed minimum withdrawal benefits (GMWBs) into defined contribution plans may reduce the level of assets required for plan participants to achieve the same level of retirement income, according to Prudential Retirement.

A survey of more than a 1,000 Americans 55 and older found that three out of five still remain hopeful about the future and almost two-thirds say they would ideally like to remain productive and include some work in retirement.

Too many investors and even their financial advisors are not paying enough attention to “what’s under the hood” of exchange-traded funds (ETFs) that have become so popular with investors in the past two or three years, according to S&P equity analyst Todd Rosenbluth.

With all the talk about Americans not saving enough for retirement, New York Life Insurance Company announced on Monday a new type of deferred income annuity that allows individuals to create a “personal pension” to ensure retirement income.

The incorporation of guaranteed minimum withdrawal benefits (GMWBs) into defined contribution plans may reduce the level of assets required for plan participants to achieve the same level of retirement income, according to Prudential Retirement.

Munder Capital Management has launched the Munder Integrity Mid-Cap Value Fund and the Munder Integrity Small/Mid-Cap Value Fund, both of which are sub-advised by subsidiary Integrity Asset Management, a value specialist that Munder acquired earlier this year.