News

An MFS survey found 59% of non-retired Boomers agree with the statement, "I'm more concerned than ever about being able to retire when I thought I would."

MFS found the younger generations are somewhat more optimistic in their approach to investing, but there is concern over Gen X/Y's ability to save enough to meet long...

Prudential released findings from a research study, “The African American Financial Experience,” and the results show a demographic largely mistrusting of the financial services industry, with a growing middle...

The Insured Retirement Institute (IRI) found nine of 10 Boomers who own insured retirement products have a higher confidence in their overall retirement expectations than those who do...

The Aite Group published a report examining how a strong customer relationship management (CRM) tool can positively impact a wealth management practice.  

Bandon Capital Management launched the Bandon Isolated Alpha Fixed Income Fund, a global absolute return-oriented fixed income strategy.

Baby Boomers and financial advisers remain concerned about market volatility in retirement accounts, a MetLife poll shows.

The Social Security Statement received annually by workers increases the probability that they will be able to estimate their benefit more accurately by 4.5 percentage points, according to...

Russell Investments is expanding its hedge fund team with the addition of Brian Burke as risk management officer and Lance Babbit as senior portfolio manager, hedge funds.

This year, fewer workers plan to use their tax refunds to pay off bills and more plan to put the money into savings than last year.

ftwilliam.com, a provider of integrated Software as a Service (SaaS) solutions for third-party administrators (TPAs) and others in the retirement industry, is introducing a DB(k) document. 

Helping to bridge the retirement planning gap for executives is one of the most significant challenges—and near-term opportunities—plan advisers have today.

A federal appellate court has thrown out a lower court’s decision in favor of an excessive retirement plan fee lawsuit and sent the matter back for further proceedings.

GE Asset Management (GEAM) selected Doug Heckman to be Senior Vice President of Institutional Sales.

Towers Watson announced that Mark Mactas, president and Chief Operating Officer (COO), has decided to retire by the end of calendar year 2011.

Manulife Asset Management announced Chad Gross will be taking on the role of Managing Director, Institutional Sales.

GoodHaven, a registered investment adviser (RIA), launched the GoodHaven Fund with a focused portfolio management strategy and a flexible mandate.

The Principal Financial Group has expanded its menu of educational guides for advisers to use with clients nearing retirement.  

Broad Financial's Education Center provides financial advice regarding IRA and 401(k) plans.

TD Ameritrade Institutional is launching the “Veo Mobile” iPad app as part of its "future adviser workstation" objective.