The Kids Are Not All Right, Financial Pros Worry
Two recent studies from UBS and Million Dollar Round Table found that millennials are less likely to plan ahead than other generations.
Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
US Facing $4 Trillion Retirement Shortfall, EBRI says
For early baby boomers on the verge of retirement, the savings deficit for married households is $19,304 per individual.
Fiduciaries to Pay $39M for Raiding Death Benefit Plans; Outcry Over DOL Rule Continues
A federal court entered a $39.8 million judgment in favor of workers who participated in more than 400 death benefit plans.
A Different Approach to Recruiting: Lincoln Financial Network
“We’re not going to go out and just recruit for purposes of recruiting,” says Chris Flint, head of Advisor & Acquisition Strategies.
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.
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.
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.
Top 1% of 401(k) Plans Hold Bulk of Assets
The top 1% of plans hold 71% of all assets, Judy Diamond research shows.