For Investors, Guaranteed Retirement Money Trumps Growth
Concern over retirement income far outweighs investors’ interest in portfolio growth.
Is the ETF Market Saturated?
An interview with Herb Blank of S-Network Global Indexes.
Mutual Funds Less Popular Among Youngest, Oldest Investors
Demographic data reveals wide divergence in mutual fund ownership levels by generation.
Fiduciary Rule Among SEC’s 2015 Priorities
The SEC plans to evaluate staffers' recommendation to consider a uniform fiduciary standard, among other Dodd-Frank related matters.
Helping Retirees Dodge the Medicare Income-Based Surcharge
You can alter a client’s investments to generate income that is excluded from Medicare’s income calculation, but the time to plan is now.
Compensation Disclosures ‘Taylor-Made’ for Conflicts
In a case strikingly similar to the one that spawned the widely covered lawsuit by Florida financial planners Jeff and Kim Camarda, the CFP Board notified a Los Angeles advisor that it had opened an investigation into his use of the term “fee-only” to describe his RIA.
Communicating So Clients Really Listen
According to the British bank Lloyds, the average person's attention span these days is five minutes. Does that startle you? It should.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
Get Ready for Clients Who Keep Living
Four scenarios for longevity and financial advice.
4 More Annuity Answers Investors Need to Know
NAFA has released a paper that helps advisors answer clients' most important annuity questions.