Retirement Planning

Displaying 7962 results
RIA NEWS AUG 21, 2014
Traditional advisory firm hammers out deal with robo-adviser

Redhawk Wealth Advisors and Jemstep co-brand an online investment platform to help clients with investments.

By Joyce Hanson
RETIREMENT PLANNING AUG 20, 2014
Fidelity quietly settles employee lawsuits

At issue was accusations the fund giant engaged in self-dealing in 401(k) plan.

By Darla Mercado
RETIREMENT PLANNING AUG 20, 2014
GAO report calls for more disclosure of managed accounts in 401(k)s

The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.

By Darla Mercado
RETIREMENT PLANNING AUG 19, 2014
Great-West names leaders for new retirement organization

The firm's rebranding efforts follow combinations with J.P. Morgan Retirement Plan Services' record-keeping business and Putnam Investments' retirement unit.

By Darla Mercado
RETIREMENT PLANNING AUG 19, 2014
Signs you have a spoiled 23-year-old on your hands

Successful children of wealthy parents had support -- but within limits, a new book finds.

By Bloomberg
RETIREMENT PLANNING AUG 19, 2014
Female clients' unique approach to investing

Female clients think about investing differently, with focuses ranging from retirement to impact investing, and it's up to advisers to meet them on common ground. <i><b>More: <a href=&quot;http://www.investmentnews.com/section/specialreport/20140817/WOMEN&quot;>The Women and Investing special report</a></b></i>

By Liz Skinner
RETIREMENT PLANNING AUG 18, 2014
Why are retirees fleeing New York?

More than a fifth of people collecting state and local pensions apparently apparently have moved out -- a third of them to Florida.

By by Greg David, Crain's New York
EQUITIES AUG 18, 2014
Who's risk averse? Not Millennials

Concern that the future of the federal safety net for seniors is precarious and the ubiquity of 401(k)s are prompting those born from 1979 to 1996 to get an earlier start on saving than prior generations, And they're ending up in stocks.

By Bloomberg
RETIREMENT PLANNING AUG 17, 2014
1.5 million workers may not get Social Security benefits after all

Public employees, including some schoolteachers, are affected by offset regulations

By Mary Beth Franklin
RIA NEWS AUG 15, 2014
REITs, RIA regulation, retirement planning and risk grab advisers' attention

<i>InvestmentNews</i>' four must-read stories of the week cover this ecclectic set of 'R' subjects.

By Andrew Leigh
RETIREMENT PLANNING AUG 14, 2014
Never charged, Bernie Madoff's son leaves more than $15M

Andrew Madoff, the son of the convicted Ponzi schemer, lists $11M in personal property and $4.5M in improved real property.

By Bloomberg
RETIREMENT PLANNING AUG 14, 2014
How Robin Williams' estate plan aimed to protect his family

The comedian apparently used sophisticated estate planning techniques to provide for his children.

By Danielle and Andy Mayoras
He needed a script: Actor Philip Seymour Hoffman left a legal mess behind
RETIREMENT PLANNING AUG 14, 2014
He needed a script: Actor Philip Seymour Hoffman left a legal mess behind

In leaving his estate outright to his partner, the Oscar-winning actor left her with a multimillion-dollar tax bill

By Darla Mercado
RIA NEWS AUG 12, 2014
What last week's junk bond selloff means for stocks

Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.

By Jeff Benjamin
RETIREMENT PLANNING AUG 12, 2014
Vanguard passes Fidelity to become No. 1 in 401(k) assets

Stock market rally in 2013 helped boost numbers; Fidelity remains tops in 401(k) recordkeeping assets.

By Gregory Crawford
RETIREMENT PLANNING AUG 11, 2014
Social Security: What professional women need to know

The right claiming strategy can significantly increase lifetime benefits

By Mary Beth Franklin
RETIREMENT PLANNING AUG 11, 2014
Creative claiming strategies increase Social Security benefits

A few important concepts can help clients bring in more during their retirement years.

By Minda Smiley
RETIREMENT PLANNING AUG 11, 2014
Surrender fees haunt legacy 403(b) plans

As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

By Darla Mercado
RETIREMENT PLANNING AUG 11, 2014
Retirement savers' fund fees move lower: ICI

A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower &#8212; but investors still may not be getting a good deal.

By Trevor Hunnicutt
RETIREMENT PLANNING AUG 10, 2014
401(k) fiduciary breach lawsuit heads to the Supreme Court

Court asked to consider statute of limitations that require plaintiffs to bring a suit alleging breach of duty within six years.

By Darla Mercado