Demographic Nightmare: Boomer Retirement Disaster Looms
"We’re living into our 80s, 90s and 100s," says Wilmington Trust's Kathryn Karlic. "We’ll have four generations around a single pocket of wealth, with 80-year-old women taking care of their 100-year-old parents."
New Hire Roundup: James Hanna Joins Genworth; Morningstar CFO Departs
This week in new hires, Genworth hires a new CTO; Morningstar announced changes in its senior management; and FSI hired Kathryn Anderson and added 500 new advisor members.
New Hire Roundup: Beale, Kayajanian Join Security Benefit; DOL Picks New ERISA Council Members
This week in new hires, Security Benefit welcomed George Beale and Jeffrey Kayajanian, CapWealth named Phoebe Venable president and COO, and the DOL named five new ERISA Advisory Council members.
Advisors Expect Strong Growth in Return on Assets in 2013: Russell Survey
Advisors will focus on clients approaching retirement to boost ROA growth.
Top Portfolio Products: Schwab Launches ETF Website
Russell introduces a new strategic-call overwriting fund, and Focus Financial rolls out succession-planning tool.
New Retirement Pro Emerges From Altered Landscape
How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.
4 Easy Steps for Investors on Retirement Planning: Russell’s Tim Noonan
Noonan and his Capital Markets Insights colleague Sophie Gilbert offer four steps for advisors to help their clients become more engaged in retirement planning.
How to Stop Clients From Being Hijacked by Fear: Noonan
In his talk, “Disengagement: Creating the Future You Fear,” Tim Noonan of Russell Investments observed that lack of engagement in retirement planning is leading people toward the very financial insecurity they dread.
Top 10 Biggest ETF Sponsors
As the Morningstar ETF Invest conference rolled along, a Cerulli report listed the biggest ETFs and also showed that new entrants into the market had a tough slog.
Russell Pulls Plug on 25 ETFs
Russell Investments is liquidating 25 equity index ETFs with around $310 million in assets.