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For Many Boomers Retirement Means Still Working
Many Baby Boomers plan to continue working in retirement, and not just to make ends meet, but to keep physically and mentally energized.
Many Asian Americans Don't Use Financial Advisers
Despite recognizing the need to have a plan or saving for retirement, less than one-fifth (18%) of Asian Americans have engaged in a conversation with a financial professional,...
PIMCO Launches First Strategy in New Equity Series
PIMCO is launching the PIMCO EqS Pathfinder Fund, the first actively managed equity strategy in the PIMCO Equity Series (EqS).
Bundled Fidelity 401(k) Headed for RIA Channel
Fidelity Investments has released a new bundled 401(k) platform distributed through registered investment advisers (RIAs).
Fidelity Unveils Small-Business Retirement Plans for RIAs
Fidelity Investments has announced a new Small Business Retirement Plan program for clients of registered investment advisers (RIAs).
Vanguard Reports Uptick in Target-Date Funds
A new Vanguard study reports a significant increase in the use of target-date funds in retirement plans.
More Retirement Plan Participants Want Investment Advice
Even as retirement savings accounts are back on a growth curve, retirement plan participants are more interested in receiving advice about investing their retirement funds, a new report...
Most Americans Say They Could Use Financial Advice
Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.
Kania Tapped for Sentinel Financial Post
David A. Kania has joined Sentinel Financial Services Company Retirement and Subadvisory team as vice president and regional retirement director.
Pershing Tool Evaluates the Health of RIA Businesses
Pershing Advisor Solutions LLC, a BNY Mellon company, said its new HealthCheck tool allows its registered investment adviser (RIA) customers to assess the operating health of their businesses.
Risk Appetite Back on the Rise for Fund Managers
Fund managers are taking on more risk in anticipation of a “Goldilocks” recovery in the economy, according to the BofA Merrill Lynch Survey of Fund Managers for April.
Survey: Retirement Plan Cutbacks to Stay in 2010
A majority of employers that made changes to their retirement plans in response to the economic downturn expect to keep those changes in 2010, according to a new...
Employees Want Financial Guidance in the Workplace
Seventy-seven percent of employees said financial advice and guidance programs would improve their productivity in the workplace, according to MetLife’s 8th annual Employee Benefits Trends Study.
InvestorForce to Release Investment Data Reporting Product
InvestorForce has announced the release later this quarter of its new investment manager data collection service, InvestorForce COLLECT.
MassMutual Offers Virtual Tour of Services
MassMutual's Retirement Services Division has introduced a new online virtual site visit that lets retirement plan advisers and existing and prospective plan sponsors "experience" MassMutual from their home...
LTC Buyers Older, More Cost-Conscious
Purchasers of group long-term-care insurance tended to be slightly older in 2009, and an increasing number selected less costly policy features, according to a new study.
Investors Not Buying Traditional Retirement View Plugged by Providers
The retirement picture marketed by providers and the retirement reality for many Americans are two different stories, a new report suggests.
401(k) Rekon Launches More Symposiums for Retirement Plan Advisers
401(k) Rekon announced three one-day symposiums targeting retirement plan advisers who spend less than 50% of their time managing retirement plans.
Few Americans Discuss LTC with Financial Advisers
Financial advisers might have ripe opportunities to talk to clients about long-term care insurance, a new survey sponsored by Genworth Financial suggests.
IRI Pyramid Illustrates the Balanced Diet of Retirement Savings
The Insured Retirement Institute (IRI) said its new Retirement Pyramid can help financial advisers explain what clients need to have “a healthy and vital financial future.”