Social Security Data Overestimate Early Retirement
Social Security analysis is not accurately portraying when people retire, says a brief by the Center for Retirement Research (CRR) at Boston College.
News
Target-Date Funds Display Wide Range of Equity Allocation
When looking at 2020 funds, the range of equity allocations spans from 51% to 95%, according to a study by Financial Research Corporation (FRC).
Q1 Sees DC Flight to Safety
Defined contribution participants chased performance in the face of first-quarter volatility this year, according to Callan Defined Contribution Index data.
Pershing Adds New Fund Providers to FundVest Platform
American Funds, JennisonDryden, OppenheimerFunds, and Van Eck Global are now available on FundVest, Pershing's mutual fund platform.
Smaller is Better, Says Next Generation of Advisers
In a recent survey, financial planning students said they prefer boutique firms.
For Annuities, It’s All About Timing
Purchasing fixed-income annuities gradually or all at once can build more long-term wealth and liquidity than other retirement income strategies, claims a study from MassMutual.
RIAs Hunt for Consistency, Low Cost in Asset Managers
American Funds and Fidelity are at the top of the asset manager list with registered investment advisers (RIAs).
Feldmaier Boards MassMutual Retirement Services
William Feldmaier joined MassMutual’s Retirement Services Division as managing director of institutional sales, according to a press release.
MassMutual To Host Free Adviser Webcast About Non-profit Market
MassMutual's Retirement Services Division is offering a free WebEx session exclusively for retirement plan advisers to discuss 'Opportunities in the Nonprofit Market.'
SageView Advisory Group Adds Non-Profit Specialist from TIAA-CREF
SageView Advisory Group, an independent retirement and personal wealth management consulting firm, added Brian Cressey to its Irvine office staff.
Team of 10 Joins Riverfront Investment Group
Two months after launching an independent asset management firm, the four founding partners of Riverfront Investment Group, LLC, are bringing on a number of their former Wachovia Securities...
S&P Breaks Ground on Asian Property Index
Standard&Poor’s launched the S&P Asia Property 40 index, which will provide liquid exposure to the leading publicly-listed companies in the Asian property and real estate markets.
American Century Unveils Four More Target-Date Offerings
American Century Investments rolled out four target-date LIVESTRONG Portfolios, the company announced.
Team of Relationship Managers Jumps from Citigroup to Credit Suisse
Credit Suisse announced that the team of relationship managers led by Managing Directors Richard S. Zinman and Anthony A. Dertouzos has joined the New York office of Private...
Pioneer Appoints New Head of U.S. Retail Distribution
Joseph Kringdon has been named executive vice president and head of U.S. retail distribution at Pioneer Investments.