White House Is Not Fond of Hidden Retirement Fees
The Obama administration says "conflicted investment advice" costs Americans $17 billion a year. Let's look at their math.
QLACs Change the Game in Social Security Timing
Insurance carriers have begun to offer qualified longevity annuity contracts, which can reshape a client’s entire retirement income planning strategy.
Deferred Income Annuities’ Flex Pay Appeals to Younger Investors
DIAs can provide protection against longevity risk through guaranteed income products that have previously been unattractive to the younger client.
Broker Movement May Well Have a Banner Year in 2015
Recruiting packages likely won't get any better, and watch for the continuing rise of the "Super Independents."
5 Hot Retirement Planning Topics for 2015
QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.
Overcoming Sequence of Return Risk in Retirement Income
This often overlooked risk can often be diminished by adding annuities into the retirement income planning strategy.
How to Fill in the 401(k) Results Gap
Advisors will find that most retirement savers don't own the best available funds.
New Roth 401(k) Rollovers Maximize After-Tax Contribution Value
The increasing availability of in-plan Roth 401(k) rollovers has changed the retirement income planning landscape, especially for small-business owners, but the rules are tricky.
6 Smart Tips for Working With Millennial Financial Advisors
Millennials can help you grow and sustain your practice, so let them do what they do best.
The Great Mutual Fund Expense Ratio Lie
After decades of decrying high expense ratios, we now have evidence that expense ratios are the wrong thing to look at, Chris Carosa writes.