Pension funds

Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.

The new strategy will focus on long-term ownership of income-producing companies, not unlike Warren Buffett’s buy-and-hold style.

Most say they’d still consider investing even if they discovered issues with sexual harassment.

Religious groups threaten to withdraw shareholder proposal on the bank’s decision.

Firms can save on taxes by borrowing now to top up pensions.

With many private and public pensions in the red, clients are advised to look for options that will improve their prospects, such as Roth IRAs.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

The funded ratio for defined benefit plans at Fortune 1,000 firms rose to 83% at the end of 2017, a new report says.

For the first time, fund managers must disclose a breakdown of their fees to banks, insurers and other distributors.

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.