Retirement planning

Assets in defined contribution plans flowed to target-date and international equity funds in 2012, according to a new tracking tool launched by the Defined Contribution Solutions group at Northern Trust.

The first decade of the 21st Century dramatically changed the landscape for financial advisors.

Assets in defined contribution plans flowed to target-date and international equity funds in 2012, according to a new tracking tool launched by the Defined Contribution Solutions group at Northern Trust.

DCIO sponsors take heed.

PIMCO is teaming up retirement technology platform providers Aria Retirement Solutions and insurer Transamerica Advisors Life Insurance Company to market retirement income products to asset-based fee-only Registered Investment Advisors.

Less than 52% of financial advisors describe life insurance planning as a successful aspect of their business, but this doesn’t have to be the case. Check out some strategies to make it a core element for you.

In May, stock and bond mutual funds, including exchange-traded funds attracted $56 billion of net inflows bringing total net intake for the first five months to about $350 billion, according to data from Strategic Insight.

DCIO shops are converging this week in New York to showcase their wares and portfolio managers to advisors.

As Congress looks to raise revenue by eliminating tax exemptions, could 529s, which cost the government nearly $2 billion a year in lost revenue, be on the chopping block?

The United Services Automobile Association, first created as a means for army officers to insure their automobiles more than 91-years ago, has been taking a number of steps into retirement plan portfolios.

The executive of Sacramento County in California recently attributed the increase in his county’s pension costs to “investment losses during the recession.”

MainStay Investments is looking to give its retirement business a boost by offering additional non-revenue share class (R6 Shares) for six funds, effective June 17.

Sessions at the 25th annual Morningstar Investment Conference covered a range of topics from actively managed ETFs, closed-end funds and alternatives to strategies to boost retirement income and solutions to the “yield conundrum.” Here is a baker's dozen of the smartest things we heard at the conference.

Advisors may soon see lower fees for liquid alternative asset funds – hedge fund mutual funds – thanks to the push by hedge fund managers to market these plans more aggressively into the defined contribution space, according to panelists at last week's 25th annual Morningstar Investment Conference.

The United Services Automobile Association, first created as a means for army officers to insure their automobiles more than 91-years ago, has been taking a number of steps into retirement plan portfolios.

Want to boost your clients’ retirement income by 29%? There are five things advisors can do to help clients meet their retirement goals

The USAA Nasdaq 100 Index Fund (USNQX) has made its way onto the T. Rowe Price retirement platform, Money Management Executive has learned.

Irascible investing legend John Bogle questioned whether target-date mutual funds are the right retirement investment choice in all cases.

The most important thing an advisor can do for clients is to integrate their investment portfolios with the rest of their financial needs, according to Morningstar’s director of global fund research.

Last year, 36% of all participants in 401(k) retirement plans at Vanguard invested their plan assets in a professionally managed investment option, more than doubled from 17% at the end of 2007, according to the Valley Forge, Penn.-based firm.