Meny Americans Clueless on How to Spend Retirement Savings
More than half of retirement savers in a survey had no plan for how to access and stretch their money once they retired.
Early Retirement Not Just for the Wealthy
More than a quarter of workers plan to retire before 65, according to data from Allianz. And it’s not just high earners.
The Obvious Retirement Risk That’s Not in the Models
A new, award-winning research paper argues the financial planning models advisors are using fail to match retirement reality.
Five to Watch: The New School—The 2015 IA 35 for 35
By design, the 2015 edition of the IA 25—this year, the IA 35 for 35—is meant to take the long view, specifically looking at the people who have influenced the industry in its first 35 years.
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.
4 New (and Surprising) Facts About Retirement Security
Advisors take note: Americans are retiring earlier than expected, are happy about annuities and love your advice, according to LIMRA.
Financial Decision Making Comes From Deep Inside the Brain
Why are some people better investors than others? Why are some investors bigger risk takers than others?
Fewer Advisors Means More Automation: Celent
The impending retirements of aging advisors, combined with the increased appetite for advice among millennials, will make automated advice services a necessity, Celent predicts.
3 Reasons to Avoid an IRA Rollover
Advisors need to brush up on the technical aspects of 401(k) rollovers, which are not always in clients' best interests.
William Sharpe: The First Robo—The 2015 IA 35 for 35
Bill Sharpe’s Financial Engines might be called the first robo-advisor.