MFS’ Pozen Takes Aim at U.S. Deficit, Slams Target-Date Funds: RIS
Éminence grise of investment management invites Retirement Income Symposium attendees to ponder 8.5% rates of return on state pensions.
Options Usage Means More High-Net-Worth Clients, Study Finds: RIS 2011
Advisors who use options have larger books of business and tend to be more experienced than advisors that do not use options.
Pozen Argues for $5T Plan to Cut U.S. Debt: Retirement Income Symposium
Bob Pozen, the chairman emeritus of MFS Investments in Boston, has a long-term plan to cut the enormous U.S. debt, and it involves Social Security, “the only big number that we know how to solve.”
Retirement Income Symposium: Reynolds on Policy; Birke on Communication
In Boston, Putnam’s Bob Reynolds makes the case for new retirement policy, while Commonwealth’s Kol Birke and David Juliano provide practical guidance on client communications.