Retirement planning

When people hear “financial planning” or “retirement income,” they tune out. Try using “lifestyle design” instead to get their attention.

As the new Head of Personal Retirement, Jeff Cimini will help grow the firm’s Personal Wealth & Retirement division to meet the changing demands of the industry.

CLS Investments has appointment of Brian Clark as a wholesaler, covering Southern California, parts of Nevada, and all of Utah.

The Internal Revenue Service has released a long-awaited set of rules for correcting employee retirement plans that fail to meet the requirements of the Tax Code.

Goldman Sachs says it will begin publishing values of the assets held in its money market mutual funds in the United States on a daily basis.

A few years ago, a trio of analysts created a stir when they published two memos suggesting that the American economy had become a “plutonomy” – one that is highly and disproportionately controlled by the extremely wealthy. Keith Webber says that, when looking ahead to the millions of baby boomers who will be retiring in the next 15 years, it’s not hard to envision the idea of retirement turning into a “plutirement,” with two very different retirement realities facing your clients.

What trends stand to reshape retirement planning in the new year?

Another Russell Investments executive has joined BMO Financial Group.

It's a big happy family for Hartford Mutual Funds, which announced today five new additions to its team.

Cerulli's latest Retirement Edition is out, this time with insight into the development of institutional investment vehicles, particularly collective trust funds (CTFs).

Prudential has added a new line-up of target-date funds for defined contribution plan participants.

Prudential has picked up a new line-up of target-date funds for defined contribution plan participants.

Pioneer Investments has launched Class K shares of its mutual funds for defined contribution plans that are precluded from investing in mutual fund shares with Rule 12b-1 fees or sub-transfer agency fees as part of the expense ratio.

Annuities are a form of insurance and insurance companies are good at pricing risk. Here's how to tell if they are right for your clients.

A new online tool launched by Bank of America's Merrill Edge program is designed to motivate investors to change their financial behavior.

What advisors can still do to protect business owners' assets even though last year is gone.

Small businesses may be facing a variety of regulatory changes after January 1.

Defined contribution plan sponsors were hit with a number of initiatives this year including fulfilling the Department of Labor’s fee requirements and weighing the pros and cons of retirement income products.

Eagle Asset Management today announced that it has completed the purchase of a 45% ownership stake in San Diego-based ClariVest Asset Management.