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Most in Gen X Saving for Retirement but Not in IRAs
Generation Xers might be more likely to save for retirement if IRAs were simpler.
More DC Participants Means More Questions
An anticipated 20% increase in defined contribution (DC) participants between 2007 and 2011 means a pool of 9.6 million people with potential questions regarding their plan, according to...
Tackling the Retirement Income Arena Requires New Processes
Financial services forget that people planning for retirement income need to balance the risk of living long with the possibility that they won’t, according to Robert Del Col,...
Ameriprise Introduces Risk-Managed Portfolio Series
Ameriprise Financial, Inc. has launched two new series of actively managed account portfolios.
Teachers Sue MetLife, Consultant for Rigging 403(b) Options
Several Indiana teachers have filed what could become a class-action lawsuit, accusing MetLife and a financial consultant of rigging their 403(b) investment options.
IMHO: “Never, Ever″ Land
It’s an undisputed fact that the vast majority of retirement plan participants never rebalance their accounts.
Retirement Coaches “Suiting Up″
As the nation’s workforce ages, a new study suggests that one in five advisers are already positioning themselves as “retirement coaches.″
Trading Analysis Leads to Auto 401(k) Rebalancing Call
A new study suggests that automatic portfolio rebalancing programs can make a significant contribution to retirement savings.
Fidelity 06 Earnings Down 11.3% in Competitive Market
Fidelity Investments reported that its 2006 net income was off by11.3% - its first profit drop in four years - as it scrambled to keep up with rivals,...
PowerShares and Deutsche Bank Team Up on Two Currency-Based ETFs
Deutsche Bank and PowerShares Capital Management LLC today announced their collaboration on two currency-based exchange-traded funds (ETFs).
NYSE Gets 16 iShares ETFs from the American Stock Exchange
Sixteen new iShares exchange traded funds (ETFs) have transferred listings to the New York Stock Exchange (NYSE) from the American Stock Exchange, completing a previously announced deal.
Schwab Puts Out Portfolio Product for Advisers, TPAs
Charles Schwab has launched the Schwab Advisor Portfolio, aimed at advisers and third party administrators (TPAs) interested in customizing the investment choices of their client plans, including adding...
NASD Charges Prudential Brokers with Aiding Deceptive Market Timing
The National Association of Securities Dealers (NASD) has charged two former Prudential Securities Inc. (PSI), brokers in Utah for aiding a hedge fund manager’s deceptive practices to market...
Traditional Retirement Products Being 'Phased' Out
New retirement income products must emerge to fit new retirement models.
Annuities Are an Anti-Depressant
People with annuities show fewer symptoms of depression.
Industry Must Change to Accommodate Marketplace
In the retirement income arena, the best products won’t necessarily prevail.
Morningstar’s New Managed Portfolios Based on Indexes
Morningstar Investment Services (MIS) launched a managed account service consisting of individually customized stock portfolios based on its own indexes and independent equity research.
Global Equity Picture Is Mixed in January
Emerging markets dropped by 0.11% over the month of January, while developed markets gained 1.20%, but developed market returns trailed emerging markets for both the three- and 12-month...
Merrill Hires Former Representative Ford
Former U.S. Representative Harold E. Ford Jr. has been hired by Merrill Lynch&Co.
Time for a Change?
You may have noticed that the days are getting longer – but are you ready to spring forward?