Discuss LTC or Visit Dentist? In Study, 25% Prefer Dentist
According to a Genworth study, fewer than 30% of adults have even had a conversation about their long-term care or aging needs.
Retirement Spending Plans Should Follow Pension Strategy: Russell
Pensions’ funded ratio method offers a “simple yet powerful percentage that most clients understand immediately,” a Russell study says.
Realty Capital Says Cetera Spinoff ‘On the Table’
Company leaders say they're looking at all options as stock declines, other Schorsch-related issues continue. Larry Roth says recruiting is strong at Cetera.
Longevity Annuities Get New Life From Treasury’s Blessing
The new rules could do for deferred annuities what the Pension Protection Act of 2006 did for TDFs.
Are Deferred Annuities Becoming the Default 401(k) Investment?
The IRS’ approval of deferred annuities in TDFs makes it very likely that the prevalence of these products is about to explode.
How Schwab Cracked the Wirehouse Crowd
The indie firm’s consultants will help advisors build their businesses “long before you bring a single dollar to us,” Schwab’s Tim Oden says.
6 Questions for Sen. Hatch on Retirement and the Election
In an interview, Sen. Orrin Hatch, on deck to head the Senate Finance Committee, talks about the prospects of his SAFE Retirement Act and more.
UBS’ Advisor Production Tops Merrill’s (Again), as Q3 Profits Rise
UBS Wealth managers in the Americas have average annual fees and commissions of nearly $1.08 million.
Schwab to Unleash No-Fee Robo-Giant
Schwab Intelligent Portfolios for retail investors has minimum of $5,000; will roll out early next year, followed by an RIA version.
Helping Retirees Dodge the Medicare Income-Based Surcharge
You can alter a client’s investments to generate income that is excluded from Medicare’s income calculation, but the time to plan is now.