Social Security and Tax Planning: The Advisor Opportunity
Neither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
401(k) Savers Who Stuck Out Financial Crisis Reaping Rewards
Workers who saved consistently in a 401(k) plan during the five years that included the financial crisis are reaping the rewards.
Revenge of the Variable Annuity
VAs, a much-derided investment product, may be central to the future of retirement.
Can Managed Futures Be an Income Investor’s Best Friend?
Managed futures are a good portfolio diversifier, but they also turn out to be negatively correlated with high-yield bonds. Income, anyone?
Global Dividends Up 12% on US, Developed Market Strength
Dividends increased almost 12% in the second quarter, according to a report released Monday by Henderson Global Investors.
Parents Agree Kids Should Help Pay for College: Fidelity
Parents plan to cover 64% of their children’s college costs, Fidelity’s eighth annual College Savings Indicator Study found.
Advisors Sharply Increase Use of Options for Clients: OIC
Responding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
DOL Seeks Feedback on Brokerage Windows in 401(k)s
The range of investments available in the "window" and how much disclosure workers get about them are some of the questions DOL wants answered.
7 Ways to Boost Pension Systems: EY
Among the recommendations: appointing a "chief simplicity officer" for pension plans to make them more understandable to consumers.
More Investors Get Help With Oil Change Than 401(k) Advice: Schwab
Investors are also more likely to have someone help them landscape or help with their taxes than get help making their 401(k) investment choices.