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Retirement

News

Improving Small Business Retirement Offerings

Retirement product providers say that they continue to struggle with reluctant employers and misinformed employees about the benefits of their offerings.

Boomers Drive Pitch for Wellness Products

The demands of Baby Boomers nearing retirement have pushed product providers to market their offerings as not just investments, but also financial wellness tools to manage retirees' lives.

'Personal Relevance' is Key to Firm Perception

Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers.

Fidelity Operating Income Rises 13% on Stocks Rally

(Bloomberg) -- Fidelity Investments, the second- largest U.S. mutual fund company, reported a 13% increase in operating income last year as the rally in equities boosted assets. Earnings, excluding costs such as interest and taxes, climbed to $2.6 billion from $2.3 billion in 2012, the Boston- based company said today in its annual report to shareholders. Revenue rose 7.9% to $13.6 billion. …

Manage Income Expectations

With baby boomers retiring in the next few years, how to generate adaquate income will be front and center for money managers.

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Articles

Retirement Firms Target Younger Investors

A new study by retirement and investment trends research firm Hearts & Wallets, LLC found that more retirement firms are considering the lifetime value of consumers-currently 55%, up from 43% in 2010-showing an increased focus on younger investors.

F-Squared Focus: Retirement Revolution

F-Squared Investments is aiming to start a revolution in the retirement market with its strategies that tame the bear while still riding the bull.

Executive Briefing

Morgan Stanley and Co. has agreed to pay $100,000 to the New Jersey Bureau of Securities. This came after Bureau investigators found the company was in violation of state securities laws and regulations in its sale of non-traditional exchange-traded funds to investors.

Key Points To Remember On Fund Fees

Over the past two decades, investors have paid less and less to own shares of mutual funds. That's because investors demand low-cost funds, and because the fund industry is one characterized by competition, innovation, and economies of scale.

Executive Briefings

It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.

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