Tag: Practice management

A growing number of small and midsized U.S. institutions are considering outsourcing discretionary control of part or all of their investment portfolios, a report asserts.

The growing opportunity in IRA rollovers should be a key component of financial services firms’ strategies over the next five years.

Now is a good time for gold in retirement savings accounts —but only if investors are seeking long-term gain rather than quarterly returns.

Nearly half (47%) of Americans expect to receive an income tax refund in 2013.

Most U.S. households, whether invested in a retirement plan or not, agree that retirement savings incentives should remain a national priority.

Schwab ETF OneSource was launched by Charles Schwab, with access to the highest number of commission-free exchange-traded funds (ETFs) in the industry.

MassMutual’s 2013 RetireSmart participant seminar series is focused on helping plan participants take action and make smarter decisions about their finances.

Households are more likely to make account and investment adjustments at retirement and in the five years following, than in the five years before.

Today’s low interest rate environment can take a bite out of what would normally be a sustainable withdrawal rate in retirement, Morningstar said.

 Putnam Investments  aims to shine a light on the critical role of innovation in driving outcomes for advisers and investors.   

Cruise to Retirement is PAi’s campaign designed to help advisers jumpstart conversations about the ramifications of fee disclosure.

Vanguard expects to launch Vanguard Total International Bond Index Fund and its exchange-traded fund (ETF) shares by the end of the second quarter.

An increasing number of U.S. employers are planning to add Roth features to their defined contribution (DC) plans in 2013.

Mutual fund trustees may display favoritism toward funds from their own firms, said researchers at Indiana University at Bloomington.

Northern Trust has added peer universe comparisons to the range of risk and performance information available through Northern Trust Data Direct.

Ameriprise Financial’s Retirement Check-In survey found many Americans may be financially ill-prepared for their dream retirement.

ING Life Insurance and Annuity Co. has agreed to settle allegations brought by the Department of Labor (DOL).

The investment lineup of Security Benefit Corporation’s EliteDesigns variable annuity has been expanded by 71 fund options to help advisers manage market volatility.

A strategic partnership between Fortigent LLC and Central Park Group LLC will provide an alternative investments platform for registered investment advisers.

Investible retirement assets of U.S. households aged 55+ will nearly double, to $22 trillion by 2020, LIMRA research predicted.