Raising Private Savings

What might be called the financial version of universal health care is currently the topic of intense discussions and negotiations on Capitol Hill.

Under Putnam’s Hood, A Fidelity Engine Roars

In the past year, Putnam Investments owner Great-West Lifeco has recruited (l-r) Fidelity veterans Robert L. Reynolds, Jeffrey R. Carney and Edmund F. Murphy III, among others, perhaps to capitalize on Obama's plan for universal retirement savings coverage.

A Smarter Form of SWiP

Financial advisor Larry Frank Sr. of Rocklin, Calif., a small town in the arid foothills of the Sierra Nevadas, has fine-tuned the classic 4% "SWiP" approach to drawing down retirement income.

Making More Than Peanuts at MetLife

The financially fit, well-diversified insurer collected almost twice as much in annuity premiums as its closest competitor in the first quarter of 2009, benefiting from a “flight to quality” in the wake of last year’s economic meltdown.
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P&A Group Targets Fee-Based Plan Advisors

A unit of the Buffalo, NY-based firm has partnered with the CIF Marketplace to supplement their mutual fund and ETF product base with collective investment funds (CIFs).