A New Way to Bid for the 401(k)
The onerous requirements of soliciting retirement plan gigs with Morgan Stanley led Ariana Amplo to launch an eRFP matching plan sponsors with advisors.
Will Fuller, Kerry Geurkink Awarded IRI's First Leadership Awards
The award presented by the Insured Retirement Institute recognizes contributions to both IRI and the annuity industry.
3 Investments Retirees Should Avoid: Morningstar's Benz
Some assets can add volatility, expenses and stress to retirement portfolios (with little upside).
10 Signs of Financial Exploitation
Kathy Greenlee, assistant secretary for aging at the U.S. Department of Health and Human Services, estimates about four out of every 10 elders is financially exploited.
Elder Abuse Resources for Advisors
Find links to more information about when and how to report suspected financial abuse of elders
Where Are All the Rational Investors?
In the last few decades, academics and practitioners have studied, defined and begun to exploit anomalies arising from human nature.
Saving Exploited Elders
Every day at least 1,000 elderly Americans are financially exploited or abused.
Top 10 Social Security Myths: Part 1
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part one of a series, we debunk five big Social Security myths.
Health Trumps Financial Security for Retirees
Good health is more crucial to a happy retirement than financial security or family and friends, according to a study by Merrill and Age Wave.
Social Security Focus: Funding, Benefits and Remarriage
Here are a triumvirate of stories on Social Security: One on what threatens its financing, one that compares its benefits to other retirement plans and one that looks at what could limit its benefits.