Retirement planning

A study by the Congressional Budget Office counteracts longstanding conventional wisdom that retirees should hold at least some of their portfolio in annuities

Christine Carolan has been appointed by Mercer Investments to the role of Investment Director for the Western region of the U.S.

It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.

Nearly 70% of Millennials have no retirement plan, according to a new survey.

Non-traditional investment allocations in defined contribution plans, while commonplace in defined benefit pension portfolios, are a rare sight in today's retirement plan lineup.

Eighty percent of investors under the age of 40 don’t feel like they are getting adequate financial advice from their advisors, according to new findings from Cerulli Associates, leaving the doors wide open for asset managers and retirement plan recordkeepers to fill the advice gap.

The conversation about millennials' retirement is just beginning.

In helping clients increase their retirement savings, which is more important: higher contributions or higher returns?

For fiduciary advisors, a decision by federal judges finding mismanagement of a company's 401(k) plan could have far-reaching consequences.

Broadridge Financial Solutions has agreed to acquire Bonaire Software Solutions, a provider of fee calculation, billing, and revenue and expense management solutions for asset managers including institutional asset managers, wealth managers, mutual funds, bank trusts, hedge funds and capital markets firms.

The nation’s largest independent broker-dealer is partnering up to enhance its recently launched online retirement planning services platform.

Hartford Funds has appointed three new advisor consultants to support its regional growth.

51% of American adults would switch advisors or begin working with one for the first time if provided with a written retirement income strategy for them.

RIAs love the flexibility of running their own business, but, when your bedroom becomes your office, it becomes difficult to keep a schedule. Dave Grant says he loves the flexibility of being self-employed, but internally he's screaming for a schedule. Check out some of his ideas and offer him some ideas that have worked for you.

Janus Capital Group has appointment Jeff Pawliger as regional director with Janus' Advisor Solutions Group to spearhead the growth of Janus' intermediary distribution and sales in Southern Florida.

More than one in four Baby Boomers and Gen Xers who otherwise would have had adequate retirement income are projected to run out of money if rates remain as they are.

Mercer has made three senior-level appointments to its global investments and retirement units in Europe and in the emerging markets.

Franklin Buys Remaining Stake in Alt Shop

It’s common knowledge that Americans aren’t saving enough for retirement. But just how large a deficit is startling.

The California Public Employees’ Retirement System, the largest public pension fund in the U.S. with approximately $260 billion in assets, has made a few changes to its investment fund lineup for the system’s Supplemental Income Plans (SIP).