The opportunity that became available Jan. 1 for investors with more than $100,000 in annual income to convert their traditional IRA to a Roth IRA has gone largely unnoticed.

Fidelity Investment lost its top-dog status as the number one distributor and mutual fund provider to rivals Charles Schwab and Vanguard, according to a new report.

Financial service professionals could be in demand in the new year, as investors attempt to respond to their clients’ concerns about changes to federal laws.

President Barack Obama unveiled plans Saturday (Sept. 5) that he says will make it easier for workers to save for retirement.

Financial service professionals providing trust and estate planning are bracing for changes in federal laws that could significantly affect the retirement plans they provide clients.

Dresher, Pa.-based Ascensus is acquiring CUNA Mutual Group’s IRA Services division as it looks to build its market within the growing retirement-plan arena.

“This investment demonstrates our view that there are …  Read →

The U.S. division of Sun Life Financial Inc. launched its enhanced Wealth Transfer Program and advanced markets calculators to assist producers in using life insurance for estate planning.

The company said …  Read →

President Bush gave seniors a bit of a break by signing a law that states they do not have to make withdrawals from their retirement accounts in 2009, based on the fact …  Read →