Retirement planning

After 28 years in the Social Security Administration, Jack Butler, an advisor with HTLF Investment Services, takes his knowledge to the bank channel to educate clients on what they can expect from the program.

One of the keys to engaging clients is addressing topics that are relevant and emotional in order to bridge to longer-term planning concerns, such as the presidential election.

Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.

Securities America works to keep and attract advisors by fashioning itself as a leader in retirement income distribution.

A planner with a client with a fatal illness needs to engage in hand-holding and some gentle pushing.

The economics that drove up the costs of traditional pension plans are showing signs of slowing down and that could augur their comeback.

OppenheimerFunds, which introduced its first Class I mutual fund shares in December 2011, has expanded its I Shares product lineup.

The increase in both market volatility and interest from the Baby Boomers in generating retirement income should be a slam-dunk for variable annuities.

The U.S. Department of Labor's new regulations on 401(k) fee disclosures will serve as a wake-up call to plan sponsors and participants alike, once they stop hitting the snooze alarm, that is.

INDIANAPOLIS-The husband and wife team had lots of experience. They had worked at large mutual fund shops, then struck out on their own.

Total estimated inflows to long-term mutual funds were $6.12 billion for the week ended Wednesday, September 12, according to data from the Investment Company Institute.

CLS Investments, a third party money manager, has promoted Todd Clarke to the position of chief executive officer.

Charles Schwab is looking to make a statement in the exchange-traded fund space, even if its CEO Walt Bettinger wants to downplay the significance of the move.

Cynthia Egan, head of retirement plan services at T. Rowe Price, is retiring on December 31.

A greater number of Americans believe that their personal finances and the economy are in better shape than they were a year ago, according to a new survey from a unit of JPMorgan Chase.

ING U.S., the holding company for ING U.S.'s core Retirement, Investment Management and Insurance businesses, has expanded the roles and responsibilities for some members of its executive team.

Janus Capital Group is growing its defined contribution investment only unit with addition of Ruben Gonzalez as a retirement director, Money Management Executive has learned.

ING U.S.’s Retirement business has hired Jamie Ohl as president of Tax-Exempt Markets for the company’s institutional retirement operations.

The Insured Retirement Institute announced Wednesday it elected Larry Roth chairman of its board of directors.

The departure of Chief Executive Officer Mark Fetting from embattled money manager Legg Mason has the firm reshuffling its top management in the face of a looming face-off with hedge fund manager Nelson Peltz of Trian Fund Management.