African-American small-business owners are more than twice as likely as other small-business owners to provide more access to 401(k)-type plans within the next 12-24 months.
Advisers’ interest in alternative investments is on the rise, and smaller, boutique asset managers may meet the criteria advisers want more than larger, “brand name” firms.
Nearly eight in ten advisers say that they are calling their clients more frequently and are telling them to expect continued economic volatility in 2012.
Among pre-retirees and retirees, the vast majority would rather live as long as they’re healthy, versus living as long as their money lasts, The Hartford and MIT AgeLab...
Half of small-business owners are under the misconception that offering an employer-match is required in a defined contribution retirement plan, preventing them from sponsoring a plan.
Through a national “listening tour," Transamerica Retirement Services has identified the most common trends among financial advisers in the retirement industry.
Although one in five mass affluent investors are saving more this year than last, many are struggling to reach long-term financial goals, according to a Bank of America survey....