Retirement planning

It's been more than a year since Richard Davies joined Russell Investments as Managing Director- Defined Contribution.

As workers hope to prevent income shortages throughout retirement, insurers turn to new mediums to provide new advice.

IRA expert Ed Slott answers investors’ questions about transferring stock between IRA accounts and the best way to distribute an inherited IRA to other beneficiaries.

On June 20, 2012, Callan added John P. Jackson to its Fund Sponsor Consulting group as senior vice president, effective June 18.

On June 20, 2012, Prudential Financial, Inc. unveiled several key leadership appointments in the U.S. and Japan, effective immediately.

As Baby Boomers continue to age, demand for retirement income distribution specialists will soar. Here’s how advisors can market themselves to this huge clientele. Also see: 10 Easy, Actionable Marketing Tips For Advisors 7 Marketing Tips Used by Elite Financial Advisors 9 Marketing Tips for Retirement Plan Advisors and TPAs 10 Critical Social Media Tips for Advisors Chicken and Egg: How to Grow Your RIA Practice From Scratch

Advisors are more committed than ever to helping clients with their retirement income planning but they still face a host of challenges.

On June 15, 2012, Manulife Financial said that Craig Bromley will be appointed senior executive vice president and general manager, U.S. Division, and president of John Hancock Financial Services, effective September 1.

On the first day of June, the Dow Jones Industrial Average dropped 1.95%, the Standard & Poor's Index 2.18% and the and Nasdaq Composite Index 2.5%. In effect, stock market gains for the year were wiped out. The reason: Jobs.

More than 20% of male baby boomers surveyed have postponed their retirement, 27% don’t know when they will retire, and 20% haven’t even saved for retirement at all.

On June 14, 2012, Teaneck, NJ-based Cognizant Technology Solutions Corp, a financial services shop, today issued a press release about a new partnership with ING U.S. “to offer a comprehensive array of insurance business process services.”

IRA expert Ed Slott explains the pros and cons of converting traditional IRAs to Roth IRAs for investors over 65 years of age.

The Retirement Income Industry Association has appointed industry veteran and retirement specialist Karen Wimbish to its board of directors.

401(k) auto enrollment has been all the buzz in retirement planning, and now it seems even more effective than expected.

USAA Investments is adding six target-risk mutual funds to its portfolio.

On June 11, 2012, USAA Investments added six target-risk mutual funds to its portfolio.

On June 8, 2012,East Hartford, CT-based 3D Asset Management, Inc., an investment management shop, teamed up with East Winsor, NJ-based ExpertPlan, a private label retirement plan recordkeeper, to form a new product partnership.

On June 7, 2012, Apple is creating a lot of buzz in the retirement and exchange-traded product space and not because of a new product launch.

This week, IRA expert Ed Slott answers questions about the tax implications of inherited IRAs.

Institutional investors are increasingly turning to exchange-traded funds for their investment needs, according to a Greenwich Associates study.