Most Qualifying Taxpayers Fail to Take Retirement Saver’s Credit
As Americans file their income taxes, many are failing to take a tax credit they are entitled to for saving for retirement.
Learning Retirement Lessons From Millennials
When it comes to retirement planning, baby boomer workers should definitely take a cue from their millennial colleagues.
Calling All Women Worldwide: Are You Prepared for Retirement?
Only one in five women today believes they are on the right track to meet their income needs in retirement.
Wave of Surveys Show Americans Unprepared For Retirement
A study asked participants a series of questions around how to best plan for and manage retirement. The results: 80 percent % received scores of 60 or lower; and only 20 % earned a passing grade.
Boomer Demand for Annuities to Stay High Despite Low Rates
Three-quarters of advisors say most clients want guaranteed retirement income, IRI report shows.
New Hire Roundup: Altegris Names Murphy Deputy CIO
Also in new hires, Lindsey and Lindsey adds Christina Lindsey Orta, and former Gov. David Paterson joins IFS Securities.
Millennials Saving for Retirement but Failing to Plan
Among millennials who have had a go at figuring out how much they’ll need to retire, 52% had “guessed.”
New Hire Roundup: Janus Capital Adds Scholes, Alankar
Also in new hires, the SEC announced that Thomas Krysa has been named associate regional director for enforcement in its Denver office.
New Hire Roundup: Mercer Investments Adds 4
Also in personnel moves, Cathy Clauson joins AssetMark, and Tonnie Wybensinger joins the Financial Services Roundtable.
SEC Enforcement: Traders Used Wives’ Information to Make Insider Trades
Also in enforcement, Transamerica Financial Advisors was fined by the SEC for improperly calculating advisory fees and overcharging clients.