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Stephen Barbaro, co-portfolio manager of the Columbia Small Cap Value Fund I, is retiring at the end of the year, according to a Securities and Exchange Commission filing.
August 31 -
Investment advisory shop Arnerich Massena has promoted Scott Dunbar to managing director of advisory services.
August 30 -
IRAs must be valued, for tax purposes, and imprecise valuations can be costly.
August 29 -
Fidelity Investments today named Abigail Johnson president of Fidelity Financial Services, consolidating all of the companys core businesses under her leadership.
August 28 -
More than 75% feel confident they will have enough money to live comfortably in retirement, even though nearly 40% of Baby Boomers and about two-thirds of Gen Xers have less than $100,000 in retirement savings.
August 28 -
TD Ameritrade survey finds that 60 percent of Generation X and Generation Y make regular, automatic contributions to their retirement savings compared to just 46% of non-retired baby boomers.
August 28 -
T. Rowe. Price has opened a newly relocated investor center in downtown Washington, D.C., the Washington Business Journal reports.
August 27 -
Plan participants who pick their own mix of investment options are generally exposed to greater risk due to reduced diversification, according to The Principal.
August 24 -
In a new survey, the CFP Board revealed just how pervasive the financial abuse of seniors has come to be. At the same time, the board is seeking new standards to help seniors - and all consumers - better understand which self-described financial advisors are truly out to serve their best interests.
August 21 -
Even as market uncertainty persists, employees using Bank of America Merrill Lynch's automatic 401(k) savings plans are showing they want to stay the course when it comes to positive savings behavior, according to the firm's latest quarterly data.
August 21 -
Lifelong income solutions for defined contribution plans are on the way. With defined benefit plans waning and life expectancy waxing, more retirees will need more guaranteed income than Social Security can provide.
August 20 -
Defined contribution plan sponsors need to do a better job communicating key information to participants, according to a survey of plan participants conducted by State Street Global Advisors.
August 17 -
Ask Ed Slott: Your IRA Expert answers readers' questions about how to manage and account for excess contributions made to IRAs for tax purposes.
August 16
Ed Slott & Co. -
IRA contributions for 2011 were nearly 15% higher than those for 2007 and contributions to Roth IRAs have outpaced traditional IRAs by almost 63% a year over the same period.
August 16 -
With 10,000 boomers turning 65 every day, these aging clients and their advisors face a slew of new challenges and complex investment and planning decisions.
August 16 -
By providing cheaper initial premiums and offering frequent buy-ups, insurer looks to attract healthy adults currently suffering budgetary constraints.
August 13 -
About 35% of women report using a financial advisor and another 35% who don't use an advisor would consider doing so, according to a new survey from Prudential Financial.
August 13 -
Custom target-date strategies will hold 22% of 401(k) target-date assets by 2016, or $218 billion, according to research from Cerulli Associates. That will be a nearly four-fold increase from the 2011 asset level of $46.4 billion.
August 13 -
Genworth Financial Trust Company announced a new program to help independent financial advisors find the trust companies best suited to working with them.
August 9
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