Tag: Advice

A hardy banking industry, strong health care services and solid economic performance have kept Switzerland’s retirement system at the top of Natixis’ 2015 Global Retirement Index.

Dave Ramsey’s SmartDollar takes a holistic approach to retirement education, focusing on behavior and teaching people the basics:...

A majority of institutional asset managers surveyed by Cerulli Associates have received client requests for socially and environmentally responsible investing mandates.

Fidelity Investments reached an agreement to acquire wealth planning software company eMoney Advisor.

The Mercer U.S. Pension Buyout Index shows the average pension buyout cost decreased significantly during December.

Assets held in private defined contribution plans are likely to surpass $6 trillion in 2018, according to an analysis from Cerulli Associates.

Leaders of the Insured Retirement Institute expect “swift and significant legislative reaction” if the Department of Labor’s fiduciary redefinition proposal closely resembles a preliminary version filed in 2010.

PLANADVISER announced today the winners of the second annual Advisers’ Choice Awards, to be handed out at its annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner. The event will be...

Hispanics work harder to secure their financial futures, compared to the general population, according to a MassMutual survey.

An increasing number of employers are broadening the types of financial and retirement planning resources they offer employees.

Non-traditional families living with additional members in their households report a positive living situation, but feel financially burdened, according to a study by Allianz.

Retirement investors and pension funds have not had to wait very long to test their 2015...

ABD Insurance and Financial Services hired Brian Ashworth as vice president of its retirement services group.

Plan sponsors should look at Generation X as a segment distinct from Baby Boomers or Millennials, says Weber Shandwick in its new study.

Recent reports have claimed health savings accounts (HSAs) can be a useful additional tool for retirement saving. But, how feasible is it that employees can accumulate savings in...

Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.

Most employees participate when offered access to a defined contribution retirement plan, but a strong majority also cite worries and ignorance about tough investing topics.

More investors surveyed prefer a 401(k) over a pension, and they do not want to give up control of all retirement savings actions.

An annual Fidelity survey shows just 31% of Americans are considering a financial resolution to mark the New Year, despite the positive impact such resolutions can have.

Trends, legislation, regulations and litigation will continue to affect the retirement industry in 2015.