Data & Research November 6th, 2012 Standard of Living May Not Be Sustainable The National Retirement Risk Index (NRRI) shows that more than half of households may be unable to maintain their standard of living in retirement.
Products November 6th, 2012 Charles Schwab Expands Mobile Suite The Schwab Advisor Center iPad application gives advisers access to client data, such as balances, positions and transactions.
Products November 6th, 2012 Company Launches 401(k) Annuity Option National Life Group launched SecurePlus VIP (Value and Income Plan) for the 401(k) market.
Products November 5th, 2012 Tech Integration Remains Elusive Linking technology to business needs is essential for true integration, yet many advisers still struggle with identifying a fully integrated solution.
Compliance November 5th, 2012 ERISA Violation Debts Cannot be Discharged A court has found that a plan fiduciary cannot discharge debt owed to the plan because of Employee Retirement Income Security Act (ERISA) violations.
Data & Research November 2nd, 2012 Economic Woes Complicate Saving Slow economic recovery and tax increases could create new problems for Baby Boomers saving for retirement.
Products November 2nd, 2012 Paper Addresses LDI Misconceptions Misconceptions about liability-driven investing (LDI) prevent many investors from implementing this strategy.
Products November 1st, 2012 Northern Trust Adds ESG Options Northern Trust added solutions for institutional investors seeking socially responsible investing options.
Products November 1st, 2012 EBS Renamed Ascende Employee Benefit Solutions (EBS) announced Thursday it is changing its corporate identity and renaming the company Ascende.
Data & Research November 1st, 2012 Wanted: Retirement Income Experts Nearly 60% of non-retired investors working with a financial adviser want experts with retirement income credentials, a survey found.
Data & Research November 1st, 2012 Financial Fitness Requires Hard Training Fifty-six perfect of investors polled by ING said saving for retirement is harder than running a marathon.
Data & Research November 1st, 2012 Middle-Income Retirement Savings Lacking Two-thirds (65%) of middle-income ($40,000 to $99,999) American workers are saving less than 5% of their annual income for retirement.
Deals & People October 31st, 2012 Lion Street Names Lefferts President John Lefferts joined Lion Street’s management team as president of Lion Street Financial and Lion Street Advisors.
Data & Research October 31st, 2012 Retirees Need Education on Social Security Social Security may play a greater role in retirement security for future retirees, but many are uninformed about maximizing this benefit.
Products October 30th, 2012 New Strategy Helps Customize TDFS Lyxor has developed a new approach to target-date funds (TDFs) to ensure proper retirement benefits.
Data & Research October 29th, 2012 Passively Managed Funds Expected to Rise Passive exposure will grow to 37% of adviser-managed holdings by 2020, research found.
Products October 29th, 2012 Prudential Launches Mutual Fund Prudential Investments launched the Prudential Short Duration High Yield Income Fund.
Products October 26th, 2012 Firm Unveils Plan Sponsor Video Series Gross Strategic Marketing (GSM) made available its Plan Sponsor Video Series.
Products October 26th, 2012 FTSE Builds Unit for ETPs FTSE Group established a new exchange-traded products (ETP) service unit.
In Practice October 26th, 2012 AllianceBernstein Puts Advisers in ‘Fast Track’ AllianceBernstein enhanced its FastTrack presentation with new data and input from plan sponsors and plan participants.