News

Raymond James Financial Inc. has agreed to acquire Morgan Keegan & Company Inc. and related affiliates from Regions Financial for $930 million. 

Nearly 60% of Canadians are confident in their ability to save for retirement versus fewer than 40% of Americans. 

Institutional investors that participated in a survey by Mercer addressed climate change risk via asset allocation and other initiatives.

 ING’s U.S. Retirement division launched the ING Lifetime Income Protection Program.    

A study published in the Journal of Consumer Research suggests that we overestimate what others will pay for consumer goods. 

The John Hancock Investor Sentiment Index score improved in the fourth quarter of 2011 from the annual low measured in the year’s third quarter.

A new FAQ from the Internal Revenue Service addresses when a plan administrator may answer “yes” to Question 8 on the new Form 8955-SSA, affirming that the required...

 BNY Mellon introduced its Performance & Risk Analytics (P&RA) Mobile Dashboard application.   

David J. Kershner, FSA, EA joined Cassidy Retirement Group (CRG) as a consulting actuary.

James D. Racine joined Baden Retirement Plan Services as vice president.  

Plan sponsors are not fully knowledgeable of their plan administrative fees.

Only 8% of women strongly agree they are building a large enough retirement nest egg. 

More than half (58%) of Americans indicate they would feel more confident about their finances if they had a financial plan in place.  

Mike Ziccardi joined the Paybridge team as director of strategic partnerships.

Saving for retirement and protecting their families in case of death is important to Americans across generations.