Retirement planning

Morningstar has rolled out the next generation of Morningstar® Retirement ManagerSM, an advice and managed account service for defined contribution participants in the United States.

When it comes to retirement, baby boomers are favoring lifestyle choices over wealth preservation, bucking the traditions of the generations that came before them.

Women and men are equally likely to save for retirement and almost as likely to calculate how much they’ll need.

Balances in small business retirement plans have increased an average of 20 percent between 2007 and 2012 in the aftermath of the recession.

"You must ask everyone who comes into your office: Do you have a health problem?" estate planner and Financial Planning contributor Martin Shenkman cautioned. "If you don't ask, they are not going to tell."

Wealth managers need to upgrade their strategies for working with clients coping with grief or risk losing them to other advisors.

From the ball field to Sunday service, BNA's Mike Alef is an Everyman figure in the world of financial planning.

Nervous clients might seek negative information to support their beliefs. Here's how to ease their fears.

Starting holistic planning earlier will help preserve boomers' wealth

Aging clients may need to adjust real estate holdings to address changing health care needs. Here are 7 strategies to consider.

IMCA’s annual conference kicks off in Seattle on Monday with lessons for financial advisors from behavioral finance professor Meir Statman.

San Antonio-based USAA Investments, a provider of mutual funds and insurance products to members of the U.S. military, is currently prepping the USAA Target Retirement 2060 Fund to launch in July 2013.

T. Rowe Price Group has no immediate plans to begin offering active exchange-traded funds, the Baltimore Business Journal reports.

Defined contribution investment-only providers have a leg up on their plan provider counterparts when it comes to the creative and aggressive techniques that they use to move their products, according to a new study by research shop Oculus Partners.

BMO Global Asset Management has expanded its Defined Contribution Investment Only team with the appointment of two new regional sales managers.

Most Boomers lack confidence in their retirement readiness, and the unease is growing.

LIMRA research indicates that few of these consumers are taking full advantage of the retirement savings vehicles available to them.

These investors are often plagued by fear and paralyzed by indecision. They have very serious income needs, and traditional vehicles such as CDs, government bonds, and investment grade corporate bonds are not providing returns above inflation-let alone allowing them to meet household expense obligations. So where should they turn?

As a financial advisor to numerous types of clients, including recent retirees, I often think deeply about the issues my clients face in this market environment.

Long-term care is a top worry among high net worth and affluent investors of all ages, which opens new opportunities for conversations financial advisors can have with clients, according to the latest Investor Watch Report from UBS Wealth Management Americas.