FINRA and the Securities and Exchange Commission have released to investors a fact sheet outlining various retirement scams and ways to prevent falling victim to them.
A study released Thursday by Genworth Financial found that almost half of Americans with household incomes between $50,000 and $250,000 do not have life insurance.
Twenty-seven percent of boomers surveyed in August said they were indifferent about enrolling in Medicare, while 26% said they were nervous and 14% said they were overwhelmed.
Despite earlier findings that employees were renewing their focus on long-term planning issues like retirement, new research from Financial Finesse found that its not enough.
A new trend is emerging in the retirement planning space, Francois Gadenne wrote for Advisor Perspectives, an interactive publisher serving the financial industry.
Five factors are largely responsible for building retirement plans that are able to address the myriad risks investors face, a report released Monday by the Insured Retirement Institute found.
IRA rollovers are a unique asset-gathering opportunity, a report released Monday by McKinsey claims. The problem for wealth managers, McKinsey notes, is that they have largely failed to mobilize their advisory forces, adding that less than half of brokerage clients receive help from their advisors on rollovers.
A report released June 29 by the Investment Company Institute found that 401(k) participants paid lower expense ratios on stock mutual funds in 2010 than in 2009.