Investment Instruments

A corporate pension plan is not suitable for some staff members, especially those 50 and older and who significant debts, according to a Prudential-sponsored report from Britains Pensions Policy Institute.

Questions are raised about opacity, risk and the often enormous fees guaranteed to fund managers no matter how they perform.

In the first quarter of this year, 28.4 percent of womens retirement savings were in asset allocation accounts, compared to 27.7 percent of mens retirement savings.

Merrill Lynch has rolled out a new tech-based tool to help advisors develop a retirement vision for their clients.

A new poll finds that 70 percent of Americans do not know that 529 plans are a college savings tool.

On the other hand, for major investment and commercial banking firms compensation is projected to be flat, it said.