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RETIREMENT PLANNING

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Private Equity Wants A Piece Of Your Retirement Savings

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The mass affluent represent a deep reservoir of untapped riches for PE firms.

Women Feel Less Financially Secure Than Men, Study Says

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But younger women feel more optimistic, according to the Northwestern Mutual report.

Annuities Correlate With Improved Retiree Financial Behaviors, Survey Finds

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Now that RIAs have figured out how to charge for an annuity, firms are benefiting, too.

Do U.S. Workers Have Too Rosy A Picture Of Retirement?

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Two new surveys suggest pre-retirees may ultimately be disappointed by their retirement expectations.

Social Security Bump Won't Calm Retiree Money Worries

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Workers are increasingly concerned about potential cuts to Social Security benefits in the coming decade.

Women Less Confident Than Men About Retirement, Northwestern Mutual Says

by FA Staff

Gen X women are least likely to have a long-term financial plan, according to a company survey.

When The Initial Plan Fails, Retirees Need A Plan B, Transamerica Says

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Policymakers have an important role to play in people's successful retirements.

Emergency Funds Supplant Retirement As Americans' Top Money Worry, EBRI Says

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Saving for retirement dropped to third on the list of most stress-inducing money concerns.

Alternatives Can Replace 60/40 in Retirement Planning, Davidow Says

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Alt investments can provide the non-correlated assets that stocks and bonds have failed to deliver, he said.

Three Myths About The Bond Market

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The era of declining interest rates may have come to an end, and many investors don't seem to realize it.

Investors Are Traumatized By Inflation, Natixis Says

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Inflation has become the number one financial fear for investors, surpassing tax hikes and surprise expenses.

Every Generation Makes Money Mistakes. Here's What They Are

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Many of us are making moves in the wrong decade of life.

Vanguard Says Even Affluent Earners May Face A Retirement Funding Shortfall

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Only exceptionally high earners are poised to fund all their retirement needs, according to a company study.

Rollover Advice Surges 150% At Top Wealth Management Firms, Study Says

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Consumer demand and compliance technology are driving recommendations, InvestorCOM found.

Younger Generations Want Advisor Help With Retirement Plans, Cerulli Says

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Plan sponsors need to develop more in-plan advisor services, the research firm says.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs but can often help family members.

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

To Roth Or Not To Roth

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There are some interesting strategies you can take into account when deciding whether to convert retirement funds.

Retirement Income Investing: A New Set Of Opportunities

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Some advisors are building bond ladders to the sky as they lock in higher interest rates while they can.

Consumer, Industry Groups Prepare For Fight As DOL Fiduciary Proposal Nears

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The DOL proposals will almost certainly toughen the fiduciary requirements on rollover investment advice, legal experts say.

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