News

Contrary to popular belief, during times of financial uncertainty, investors reduce, not increase, the turnover of their financial assets, according to research from Strategic Insight (SI).

Pioneer Investments now offers two online calculators on its Web site that compare benefits of various types of retirement plans available to individual business owners.

Putnam Investments has announced a plan to enhance the diversification of its target maturity funds by adding nine new underlying components.

Fiserv, Inc., a provider of information technology services to the financial industry, has announced it has acquired BancIntelligence, an online advisory solution for financial institutions.

Financial Research Corporation (FRC) has released a new study that reveals the retirement income market is poised for innovation and significant future growth.

Beneficial Investment Services, Inc. (BIS), the newly established broker-dealer and registered investment adviser of Beneficial Financial Group, has announced the recent enhancement of its investment platform through an...

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, is offering three new fixed income SPDRs, including the first ETF to offer investors exposure...

Schwab Institutional on Monday announced a new relationship with national human resources outsourcing company TriNet to provide health care and benefit services for independent investment advisers and their...

AIM Investments has rolled out an educational module for financial advisers to help them navigate clients through various scenarios involving Social Security’s role in retirement planning.

Even when all other significant demographic factors were held constant - things such as age, income, gender, and education – Whites were nearly twice as likely as African-Americans...

We spend a fair amount of time worrying about the relatively small percentage of workers who choose not to participate—at all, fully, or effectively—in their workplace savings plan.

In the midst of a growing concern about the vulnerability of senior citizens, the Financial Industry Regulatory Authority (FINRA) has announced the availability of a free, instructional webcast...

There are disparities between retirement income for women and men and women generally have less retirement income than men, largely because of women's lower labor force attachment and...

The Government Accountability Office (GAO) has issued a report detailing the impact of specific changes to Social Security and retirement benefit laws could have in helping to narrow...

The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued new guidance of the timing of participant benefit statements for plans in which participants cannot direct their...

As of September 28, 2007, 560 exchange-traded funds (ETFs) in the U.S., managed by 17 ETF managers, had assets totaling approximately $554 billion, according to State Street’s ETF...

The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) has released an interactive calculator to help employers and plan administrators who faltered on annual reporting requirements accurately...

MassMutual Financial Group announced that Stephen Deschenes has been hired as senior vice president and chief marketing officer (CMO) for MassMutual’s Retirement Income Group.

Investment management firm Lord, Abbett&Co. LLC has introduced three new mutual fund share classes and renamed another to better serve the institutional and adviser marketplaces.

We frequently tell investors that the past is not a reliable portent of future performance – but it does have a bearing on how we worry.