Just 23% of Gen Xers Plan Retirement With Advisors: Study
Gen Xers are saving 15% less today than they were two years ago, research finds, and they could benefit from working with advisors.
Taxing Matters for the New Year
Two lawmakers struck a two-year budget deal in mid-December, just days shy of the budget conference committee’s Dec. 13 deadline to find a way to keep the government running beyond the expiration of the current continuing resolution (CR) on Jan. 15.
Annuities to Get Big Advisor Boost in 2014
A recent IRI poll found that 44% of advisors plan to grow their annuity business next year.
Senators Say Retirement Planning Is a Growing Priority
“Too many Americans make decisions by inaction, and they need investment advice,” said Sen. Ben Cardin.
Boomers Finally Push Annuities Into Spotlight
Baby boomers, freaked out by the stock market and feeling a strong need for security, are propelling the market, says a Guardian executive.
How Reps Can Best Help Gay Clients
Recent surveys show LGBT investors want to work more with advisors around specific issues, but want to be treated like other clients, too.
Americans to Congress: Hands Off Our Retirement Accounts
A survey released by the Coalition to Protect Retirement found 87% of Americans think retirement accounts should be “off limits” to Congress.
Battered Boomers Shifting Retirement Goals and Mindsets
More than any prior generation, the soon-to-be-retiring baby boomers are concerned with continual earning and spending as they age.
New Hire Roundup: IMCA Names Whiting National Sales Director
John Carter of Nationwide was named IRI board chairman, and Tom Petrone became director of capital markets at Dynasty Financial Partners.
Rising Rates Boost Q2 Annuity Sales
Morningstar and Beacon Research report increases in both fixed and variable annuity sales.