Retirement planning

There are a growing number of advisor-focused "value-added programs" that fund firms are using to lure top producing and other advisors to sell their wares to investors.

For Mother’s Day, millions of American women could use the gift of solid retirement planning. But before offering investment advice, wealth managers need to know the challenges women face. Here are 10 of the biggest.

This week, IRA expert Ed Slott answers investors’ questions about the five-year rules for Roth IRAs.

The Hartford is expanding its defined contribution platform with a trio of new managers and a slew of funds for retirement plan sponsors and participants.

The Hartford is expanding its defined contribution platform with a trio of new managers and a slew of funds for retirement plan sponsors and participants.

The tragic apparent suicide of former NFL superstar Junior Seau serves as a reminder to advisors that many of their clients will need more than just investment advice and guidance after they’ve retired.

But despite their understandable fear that rising health care costs will erode their retirement savings, more than a third of high-net-worth folks haven’t bothered discussed their well-founded concerns with a financial advisor.

Fifty-one percent of retirees, but only 25%, of today’s workers, are confident about having enough money to live comfortably in retirement, according to a BlackRock study.

On May 4. 3012, The findings of a BlackRock survey show that just over half, 51%, of retirees – but only one quarter, 25%, of today’s workers - are confident about having enough money to live comfortably in retirement.

When it comes to the retirement plan industry, some financial advisors and third-party administration firms neglect their marketing endeavors. Here are nine tips to make sure it doesn't happen to you.

Large retirement plan providers tried to offer California’s teachers and other education workers simpler plan options, but the Financial Services Institute said it should not come at the expense of access to quality personalized investment advice.

Your IRA Expert takes on questions about SEP contributions and 457(b) rollovers.

Clients interested in guaranteed lifetime income? Now you have one more option to offer, courtesy of Great-West Life & Annuity Insurance Co.

On May 3, an AllianceBernstein retirement executive revealed that he is leaving the firm at the end of the month to pursue a career in teaching.

Fidelity Investments yesterday reported its average 401(k) balance rose to $74,600 at the end of the first quarter

Financial advisors sometimes puzzle over how to effectively reach and serve black and Hispanic clients. A Vanguard study released recently suggests they can start by drilling home a simple message: emergency savings accounts are a must.

On May 2, 2012, Nationwide added a slew of funds to its anuity portfolio.

On May 1, Fidelity reported an average increase in its participants' 401(k) balances.

On May 1, 2012, Retirement Revolution boosted its Northeast sales staff with a new hire.

Advisors must realistically assess their clients' readiness for life after work.