Tag: Practice Mgmt

A trend toward working longer seen in the 1980s and '90s has stabilized.

RS Investments has created two long/short alternative mutual funds: the RS Focused Opportunity Fund and the RS Focused Growth Opportunity Fund.

New freedoms help a majority of retirees live in the best home of their lives, finds a study by Merrill Lynch.

A study examines the factors that make individuals optimistic about their preparedness for retirement despite having inadequate resources.

Market performance is not the only indicator of retirement readiness, according to researchers at the University of Connecticut.

We’re all going to live a lot longer. What should retirement plan advisers tell their plan sponsor clients about preparing plan participants?

Baby Boomers will be pleased to know that cognitive aging does not necessarily hamper financial decision-making, a study says.

The American Academy of Actuaries evaluated how well public and private retirement systems—and proposals to reform them—meet the needs of participants, sponsors and other stakeholders.

FINRA’s Annual Regulatory and Examination Priorities Letter highlights issues of importance to FINRA's regulatory programs.

Morgan Stanley on Monday began advising certain wealth management clients that an employee had stolen partial client data.

After remaining level for the previous year, investors expressed rosier outlooks in the fourth quarter, according to a survey by John Hancock Financial.

Widely misunderstood and often not well represented, annuities still attract a lot of interest because they represent what most people desire most: fixed guaranteed income for life. 

U.S. Retirement Partners (USRP) reported that it has acquired Kades-Margolis Corporation (KMC), which will join USRP’s national network of 403(b) providers.

Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated rollovers, Millennium Trust says.

Some back-pocket phrases—holistic, retirement readiness and glide path—may seem tired not just to retirement plan participants, but even to retirement plan advisers themselves.

Paying down debt is top financial priority for American workers, followed by saving for retirement, according to a Principal Financial survey.

More than 60 new global equity indexes introduced by Morningstar provide benchmarking tools that reflect the performance of equity markets worldwide.

Take three couples entering retirement with the same asset base but very different strategies for making the money last. Think you can predict the winner?

Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to encourage employees to save.

Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.