What Annuities Can (and Can’t) Do for Retirees
With proper handling and expectations, annuities are powerful retirement income tools, Michael Finke writes.
Space Travel, Robots and Your Clients’ Retirement
Seniors in space? Robots for retirees? There's much to be learned from predictions for "the future" that turned out to be wrong or premature.
FINRA CEO Richard Ketchum to Retire in 2016
Ketchum's announcement comes as a new fiduciary proposal and crowdfunding rules are in the spotlight.
IRA Rollover Boom Spells Opportunity for ETFs: Finke
ETFs provide modest advantages over mutual funds in IRAs, but they could provide significant advantages in taxable accounts when boomers take RMDs, Michael Finke writes.
The Retirement Risk That the Models Miss
Consider the implications of “sequence of consumption” risk
In Volatile Times, Fund Managers Seek Risk-Averse Income: Morningstar Panel
Fund managers disclose where they are taking risks and finding returns with rising rates on the horizon.
Top Portfolio Products: Direxion, SSGA & Van Eck Add ETFs
Morgan Stanley launches a green bond, while Franklin Templeton introduces a new target date fund.
Retirement Plan Participants Need You — Now!
The same advisors who will fight tooth-and-nail for a 401(k) rollover have no advice for the existing company 401(k) plan. You can change that.
Why ETFs Can’t Crack the Retirement Market
The mutual fund industry is vacuuming assets with its target-date funds, while ETF providers are scaling back. But why?
Retiring? Then It’s Time to Move
Surprising insights emerge about when, where and why retirees relocate, Michael Finke writes.