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The Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates published the 17th Annual Retirement Confidence Index last week – and, for the very most part, it’s probably safe...

Adopting a process-centric approach to retirement income management will provide better service to clients and will lead to faster asset growth for the adviser, along with higher productivity...

Even as defined contribution plans emerge as the preferred employer-sponsored pension plan, a survey by the Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates suggests that workers may...

Nearly half (43%) of advisers believe that international investing continues to offer the best opportunities for portfolio diversification, although they say that correlations are increasing across the globe.

Cheating on your taxes is bad - almost as bad as cheating on your spouse.

Columbia Management Advisors, LLC (CMA), a subsidiary of Bank of America Corporation, has agreed to sell its Colonial closed-end fund management business to MFS Investment Management (MFS).

The Treasury Department and the Internal Revenue Service (IRS) have issued final regulations for the application of Section 409A on Nonqualified Deferred Compensation Plans.

Nearly one-third (31%) of baby boomers say they will have to cut back on their current lifestyle in retirement and 42% believe they will not have enough money...

The world’s developed equity markets gained 1.97% in March with emerging stock markets gaining 4.12%, after both were in the red the month before, according to Standard&Poor's The...

Nationwide Retirement Solutions (NRS) has launched managed account and guaranteed balance products available to participants in NRS administered 457 plans.

Twenty-two new exchange-traded funds (ETFs) launched in March and total assets of U.S. ETFs increased by $9 billion, according to State Street Global Advisors.

Four bond exchange traded funds (ETF) from The Vanguard Group featuring expense ratios of 0.11% began trading Tuesday on the American Stock Exchange.

Barclays Global Investors has appointed Sue Thompson, formerly of Vanguard, as the National Sales Manager of the Registered Investment Advisor (RIA) Team for its iShares business in the...

A new study suggests that unless an individual begins saving before age 35, they are in serious danger of facing a significant drop in lifestyle when they retire.

A federal judge threw out an antitrust lawsuit against dozens of insurance brokers and insurers at some of the largest U.S. firms by policyholders who claimed that the...

AIG Private Client Group has rolled out a new insurance program designed to help protect the personal assets of highly compensated individuals.

Still River Retirement Planning Software Inc. has released a retirement planning tool for individuals who are approaching retirement or already retired that provides advice based on a wide...

Sooner or later in your career, you are exposed to the 80/20 rule or, as purists term it, the Pareto principle.

Sooner or later in your career, you are exposed to the 80/20 rule or, as purists term it, the Pareto principle.

Married men and women participating in a recent survey agreed that the top two reasons for turning to a financial adviser are to prepare for retirement (58% of...