Retirement planning

As boomer clients head into their 70s and beyond, advisors must become geriatric specialists to handle a complex set of new demands.

OppenheimerFunds announced the extension of its senior loan investing franchise with the launch of the Oppenheimer Senior Floating Rate Plus Fund (SFR PLUS). This actively-managed fund offers investors access to the same experienced team as the firm's original Senior Floating Rate Fund (SFR).

As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.

A reincarnated version of an annuity that never gained much traction in the marketplace is finding fans among seekers of retirement income.

Deferred income annuities last year generated about $1 billion in sales and are expected to be the fastest growing annuity product.

The fact that clients don’t always divulge all their personal financial information to their financial advisors comes as no surprise. The questions that need to be answered, however, are: how many clients, what is being withheld and why are they so secretive?

BLOOMBERG -- The rate New York state and its local governments pay to the $160.4 billion pension fund will drop for the first time in five years, Comptroller Thomas DiNapoli said.

OppenheimerFunds today announced the extension of its senior loan investing franchise with the launch of the Oppenheimer Senior Floating Rate Plus Fund (SFR PLUS). This actively-managed fund offers investors access to the same experienced team as the firm's original Senior Floating Rate Fund (SFR).

The majority of American workers accept responsibility for financing their own retirement and are relying primarily on their 401(k) to get them there, but many lack the confidence to effectively manage their retirement savings.

The majority of American workers accept responsibility for financing their own retirement and are relying primarily on their 401(k) to get them there, but many lack the confidence to effectively manage their retirement savings.

The majority of American workers accept responsibility for financing their own retirement and are relying primarily on their 401(k) to get them there, but many lack the confidence to effectively manage their retirement savings.

When President Obama unveiled his budget for the upcoming fiscal year, which begins on Oct. 1, it represented a wish list.

Cook County, home to Chicago, had the rating on $3.7 billion of general-obligation bonds cut one level to A1 by Moody's Investors Service because it faces ‘formidable hurdles’ in fixing its pension system.

Raymond James is ramping up its pitch to attract independent advisors by opening up access to alternative investments.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients.

Findings from the second quarter 2013 John Hancock Investor Sentiment Survey—a quarterly poll of affluent investors—show a surpriisng lack of knowledge.

F-Squared Investments is aiming to start a revolution in the retirement market with its strategies that tame the bear while still riding the bull.

First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

Research conducted by ING U.S. underscores the growing role that retirement income planning continues to play in the readiness levels of working Americans. The study, Retirement Income Redefined, highlights some potential discrepancies in retirement planning ideologies and practices, and reinforces how retirement is being fundamentally redefined.