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Younger Workers Expect to Work Longer
New research finds dramatically different levels of optimism about when generational groups plan to retire and what they expect to rely upon in retirement.
Putnam Signs Up for Money Fund Guarantee Program
The Board of Trustees of the Putnam Funds authorized the Putnam Fund’s participation in the U.S. Treasury’s Money Market Guaranty Program.
Treasury Opens Guarantee Program for Money Funds
The U.S. Treasury Department has opened a program that will guarantee the share price of any publicly offered eligible money market mutual fund – both retail and institutional...
Employees Still Need Retirement Planning Help
An Aon Consulting employer survey confirmed the long-held notion that many employees don’t know how big of a retirement nest egg they will need.
S&P Launches Commercial Paper Index
Standard&Poor’s announced the launch of the S&P U.S. Commercial Paper Index.
Sun Life Tracks 'Unretirement'
Everybody talks about the changing face of retirement, but a new index purports to help put a face on that changing face.
International Value Advisers Launches Mutual Funds
International Value Advisers, LLC (IVA) announced the launch of its inaugural mutual funds, IVA Worldwide Fund and IVA International Fund.
Edward Jones, Raymond James Can Boast Most Satisfied Advisers
The J.D. Power and Associates 2008 Financial Advisor Satisfaction Survey found that a firm’s performance was the key driver of satisfaction among employee advisers.
Economy Fears Affect Small Business Owners’ Retirement Savings
A growing number of small businesses are feeling the stress of the tough economy, leading many to cut back on retirement savings or raid their accounts, according to...
Mercer Adds to Outsourcing Biz
Mercer enhanced its current participant education offering by partnering with independent financial services expert Robert Powell.
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Advice Is Value Added
The role of financial planning is becoming more important in client relationships
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Affluent Most in Demand for Retirement Income Services
Advisers should use a "holistic" approach to tap the lucrative market of providing retirement income services to affluent investors, according to TowerGroup.
micro scope
Best of Both Worlds
Once the province of large plans, "hybrid" cash balance now makes sense for micro plans
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Business Travel Budgets Tighten
Many businesses are changing travel policies because of higher prices and a down economy, and they are taking steps such as staying at cheaper hotels, according to a...
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Economic Slowdown Puts Asset Allocation out of Whack
The credit crunch has polarized investment allocations, setting records in Merrill Lynch's Survey of Fund Managers for July.
dean's list
Gold Mettle
By the time you read this column, the Olympics will likely be a distant memory, but already there have been exciting finishes and new world records.