Merrill Boosts Retirement Focus, Promotes 2 Managers
A new group, led by Kirsten Hill and reporting to David Tyrie, aims to enhance Merrill Clear.
Advisors Picky About Product Providers
Despite liking firms across the industry, advisors concentrate on only a few providers, Market Strategies International's Advisor Brandscape report says.
Raymond James Taps Retirement Exec From Janney Montgomery
Frank McAleer, a nearly 30-year industry veteran, comes on board to focus on platform, other tools.
Advisors’ Favorite Value-Add Programs: Social Security, Search for Yield
American Funds and JPMorgan offer the most popular value-add programs while PIMCO falls off Top 10 list, new survey finds.
New York Life Gives American College $5M for Ph.D. Program
The 12-course Ph.D. program in business administration—the only one of its kind—will help advisors hone their skills in financial literacy and retirement planning.
Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice
Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.
Annuities Without the Intimidation
In spite of several insurers fleeing the annuity business, Guardian is increasing its business in the market.
Benartzi on Retirement Income Challenge: ‘Airplanes Without Landing Gear’
Professor Shlomo Benartzi's new book laments inability to ‘land’ retirement plans with income streams.
New Prudential Website Focuses on Guaranteed Income
Prudential Retirement, a subsidiary of Prudential Financial, announced on Monday the launch of a new website to address retirement income needs.
Vanguard Introduces Web Comparison Service for Annuities
Vanguard announced Wednesday, September 8, that it has launched a new Web comparison service for individuals that allows them to compare income annuities from a number of insurance companies.