Investment strategies

Investors are more likely to invest less aggressively over the years even if the decision does not make sense, according to a new study.

Retirement plan sponsors need to focus on both risk mitigation and risk transfer now that the IRS has terminated its determination letter program at the beginning of the year.

Young firm lays off 10; president who lead business-to-business effort resigns.

Long-term care brings hefty costs, which won't be completely covered by Medicare, so clients may want to consider living-benefits products, an asset-based long-term care coverage or an annuity.

Under new laws, plan participants are allowed to take such action without any upfront tax consequences.

Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.

Young employees highly value financial advice but are not receiving enough of it, according to Corporate Insight.

Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.

The stock market has been on a tear which helps explain the rising optimism in retirement optimism.

The stock market has been on a tear, writes a financial analyst, which helps explain the rising optimism.

The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.

The new Republican bill slated to replace the Affordable Care Act could result in a significant increase in health insurance premiums for older workers.

Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.

Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.

One lawmaker who sponsored the resolutions said the regulations were an “assault on small business retirement plans.”

One lawmaker who sponsored the resolutions said the regulations were an “assault on small business retirement plans.”

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

But employer auto-enrollment, rather than employee financial intelligence, may be the reason.

Plan providers must find ways to differentiate their services to be part of advisers’ go-to lists.