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Byline: David Hoffman PHILADELPHIA - More mutual fund companies soon will offer individual investors access to a strategy that is popular among institutional investors who are trying to outperform a [...]

Byline: David Hoffman With the mutual fund industry clamoring for the assets of retired, or soon-to-be retired, baby boomers, it is fitting that Brian A. Murdock is responsible for planning [...]

Byline: Aaron Siegel NEW YORK - Most women are under the impression that they play an equal role in making financial decisions with their spouses - but their husbands disagreed, [...]

Byline: Lisa Shidler CHICAGO - Advisers and plan sponsors need to treat 401(k) participants more like retail customers, one industry leader said. In the past, the efforts by advisers and [...]

Byline: Gary S. Mogel Financial advisers are on the cusp of a historic business opportunity to distribute baby boomer retirement assets, according to Chris Blunt, president of MainStay Investments, which [...]

CHICAGO - The newest way to get Americans to save enough for retirement in their 401(k) plans mixes discretionary management with an annual reality check. NYLIM Retirement Plan Services in [...]