Tag: Practice Mgmt

Executives and their employers should reconsider qualified retirement plans in light of recently enacted tax changes, according to a PwC source.

There is a disconnect between the saving habits of some consumers and their rosy retirement forecasts, a poll found.

Institutional Investors are entrusting a smaller portion of assets to leading broad managers, according to a report released by Cogent Research.

A majority of retirement plan participants who responded to a recent survey said they learned about finances from their parents.

Six portfolios from Curian Capital LLC give access to the expertise of research firms, analytical tools and user-friendly technology.

The only asset class that has experienced a material drop in asset management fees is alternatives, Mercer said in a report.

The mass of Baby Boomers retiring and their potentially inadequate savings will present challenges for the whole economy.

Research from Cerulli Associates shows increased interest in environmental, social and governance (ESG) investing, and not just among nonprofit organizations.

Business Roundtable (BRT) developed a strategy to shore up Social Security and Medicare to reduce the deficit and stabilize the long-term fiscal outlook.

Mutual of Omaha’s Retirement Plans Division aims to extend its 401(k) and related product lines with the addition of four new regional...

An analysis suggests employee stock-owned companies laid off fewer workers during the recession.

Symetra Life Insurance Company unveiled a Web-based retirement planning toolkit for advisers as part of a retirement planning education campaign.

Workers today are less likely than their parents or grandparents to keep up the standard of living from their working years in retirement, research found.

Despite worries over budget gridlock and the impending deadline of the fiscal cliff, institutional investment managers surveyed were mostly staying the course.

Managed volatility investment strategies are emerging as a solution for investors looking to protect against future stock market losses, Strategic Insight’s research found.

Mesirow Financial rolled out a series of model portfolios on the Mid Atlantic Trust Company (MATC) ModelxChange platform.

Recordkeeper search activity is expected to increase; however, most requests for proposals (RFPs) will only serve to benchmark pricing, according to Cerulli.

Strong client service, a useful website and recognizable brand are the most important factors for advisers when choosing an asset manager.

Employees are often struck with inertia when it comes to their 401(k) plans.

Rising equity markets and falling liabilities combined to push the funded status of the typical U.S. corporate pension plan into positive territory in 2012.