As March Madness officially gets underway tonight, odds are (no pun intended) you’ve had an opportunity (or two) to weigh in on the NCAA tournament.
The release of the Federal Reserve’s 2007 Survey of Consumer Finances (SCF) came too late to provide an accurate picture of the 401(k) plan landscape.
Whether participants view 2008 as a good year for earnings on their 401(k) or a bad year can depend on account balance, age, or job tenure, according to a new Issue Brief from the Employee Benefit Research Institute (EBRI).
More than half of advisers said the current market has caused clients to delay retirement plans, according to a report from Cerulli.
Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing.
Recent market setbacks have led affluent retirees to show greater interest in receiving a guaranteed income stream, according to a survey by MFS Investment Management.
Advisers plan to address wealth preservation and asset allocation with clients, rather than retirement planning in 2009.
As a reaction to the plunging stock market, the overall transfer activity in the Hewitt 401(k) Index was significantly higher in 2008 than in previous years.
The top concerns of fund managers during the next 10 to 20 years focus on inadequate retirement incomes from defined contribution (DC) plans for large segments of the population and greater regulation costs, according to a Watson Wyatt survey.
The Spectrem Millionaire Investor Index (SMII) saw its largest increase ever when it jumped 16 points in December to -23.
In the past year, retirees/pre-retirees with financial planners lost money at about the same rate as those without financial planners, according to a survey of Consumer Reports readers.
Despite a challenging 2008, independent advisers surveyed in an SEI Quick Poll are positive about success in the coming year.
Current assets in Shariah-compliant investments may be more modest than cited by many regulators and industry players, according to a new analysis.
Global equity markets rebounded in December, according to Standard&Poor’s Index Services monthly global stock market review, “World by Numbers.″
Parents’ savings for their children’s college educations took a big hit as a bond fund offered by at least four state 529 plans lost more than a third of its value last year.
The price we pay for the incompetence we receive
Advisers crucial to QDIA selection
Just telling participants to “stay the course″ might not be enough.
As economic turbulence has been on the rise, many financial planners say they are seeing an increase in potential clients.
How to draft and monitor an investment policy statement