5 Fixed Annuity Questions You Should Be Asking
These questions get to the heart of what an annuity can do for your client.
Women Need to Talk More About Money: Fidelity
Less than half of women said they were confident talking about money and investments with a professional, a Fidelity survey found.
Are Boomers Ready to Retire? It’s Complicated
Boomers are heading into retirement with some trepidation, according to a report from Jackson.
3 States That Shuttered Pension Plans and Paid for It: NIRS
A National Institute on Retirement Security analysis shows that switching from pensions to DC plans might not fix underfunding problems.
Kahneman: Clients Driven by Losses, Not Gains
Advice from the father of behavioral finance on the perils of hindsight, the power of client regret and what really sets apart Warren Buffett.
Top 1% of 401(k) Plans Hold Bulk of Assets
The top 1% of plans hold 71% of all assets, Judy Diamond research shows.
Top 20 Countries for Retirement Security: 2015
The U.S. keeps its spot near the bottom of the Natixis rankings for the third year running.
We’re Living Longer — Get Ready to Pay for It
ERISA attorney Marcia Wagner says increased life expectancy raises financial risks for retiring clients and requires careful planning.
Chamber of Commerce Raises Concerns With DOL Fiduciary Redraft
Top execs at U.S. Chamber of Commerce lay out their concerns about new rules affecting prohibited transaction exemptions, rollovers and IRAs.
12 Best & Worst Broker-Dealer 401(k) Plans: 2015
Using BrightScope data, we ranked 12 big firms on the tools they give their own employees to prepare for retirement.