Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement Annuity
By Joyce HansonAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
June 29, 2010
BlackRock 401(k) Survey of DC Participants Shows 'Shocking Gap' Between Behavior and IntentMost employees participating in defined contribution plans say 401(k)s are more important to them than before the financial crisis, but their behavior shows a "shocking gap" between their ideals and ability to save, a BlackRock survey shows.
June 24, 2010
Study Finds Income Gender Gap Among AdvisorsA recent report from the American College found that while income increases for both financial advisors throughout their careers, it increases at a lower rate...
June 24, 2010
At Morningstar Conference, Putnam's Reynolds' Discusses Turnaround StrategyTwo years after leaving Fidelity Investments to run Putnam Investments, Bob Reynolds isn't sitting on his laurels.
June 23, 2010
Preqin Survey Finds Private Equity Investors Gain Negotiating CloutPreqin released the results on Monday, June 21, of a May survey of 50 prominent institutional investors in private equity funds, conducted to assess current investor attitudes to fund terms.
June 23, 2010
Merrill-Capgemini World Wealth Report Shows High Net Worth Individuals Recouping 2008 LossesThe world's richest people regained their wealth in 2009, nearly recouping all 2008 losses, Merrill Lynch and Capgemini said in a World Wealth Report released June 22.
June 23, 2010
Securities America Adding Retirement-Income Training for Advisors - Part IIA deeper look at how Securities America is offering its 1,900 financial advisors time-segmented and guaranteed-income strategies.
June 22, 2010
Merrill, Fidelity, Vanguard Rank Tops in Cogent 401(k) Loyalty Survey of Plan ProvidersA Cogent survey of 401(k) sponsors ranks BofA Merrill with the highest loyalty rating in the micro market of $5 million or less. Fidelity rates highest among $5 million to $20 million plans, and Vanguard rates highest with mid-size plans over $20 million.