The Financial Research Corp. is recommending that target-date funds sharply curtail riskier investments well before they approach maturity — based on the assumption that investors will roll over their assets.
Living longer has its price, study finds
The Employee Benefits Security Administration is planning to publish a compliance checklist for target date fund selection this spring
The percentage of survey respondents who said they are concerned about whether their assets will last throughout their lifetime rose to 61% last quarter, from 53% in the fourth quarter.
President Barack Obama's success as an author continued to add to his wealth last year as he and first lady Michelle Obama reported having assets of between $2.3 million and $7.7 million.
Many financial planners are in the dark about ways to help clients boost their monthly government checks. That needs to change, says one expert.
Putnam Investments is planning to launch a mutual fund with a guarantee in the first quarter of next year.
The software billionaire's father is spearheading an initiative to impose a state tax on Washington's wealthy
Investors should plan now for when and how financial decisions should be made if they become impaired, says investment strategist and professor Andrew Lo.
17 of Fortune 100 companies provide death benefits for heirs of top execs. Omnicom stockowners are just the latest to vote down a 'pay-for-no-pulse' proposal
Natalie Choate, a retirement planning expert with Nutter McClennen & Fish LLP, talks with Morningstar's Christine Benz at the InvestmentNews Retirement Income Summit about four factors that favor conversion, and includes some pitfalls to avoid when doing and IRA conversion.
Elder Care issues can create one of the most stressful situations of your clients' lives.
Although some financial advisers are always thinking of ways to go above and beyond to provide extra services to clients, Paul Baumbach sticks to managing his clients' investments.
Target date funds are marketed as age-appropriate diversified portfolios and promoted as sophisticated, easy-to-use funds.
Proposed regulations that would limit the way that financial advisers are compensated for working with retirement plans are forcing broker-dealers to reconsider how their -representatives sell and advise retirement plans.
Discussing long-term health care insurance is difficult but necessary
Andrew Lo, a professor of finance at Massachusetts Institute of Technology, says it's normal for clients who suffered huge losses to continue to have difficulties making logical decisions
The value of Warren Buffett's options to buy Goldman Sachs Group Inc. shares dropped by $950 million after regulators sued the bank for misleading clients on the sale of securities tied to the subprime mortgage market.
<i>InvestmentNews</i> last month invited a group of people to our office in New York for a frank discussion about retirement.
