National Retirement Planning Week Offers Critical Tools for Advisors
It's National Retirement Planning Week, and here are some tools advisors can take advantage of to promote retirement preparedness.
Retirement Planning, Not Social Security or LTC, Dominates Advisors’ Client Discussions
Retirement planning is the No. 1 topic of discussion between advisors and their clients, according to an IRI study.
Camp’s Tax Plan Unlikely to Pass but Sure to Ignite Debate
Though Rep. Camp's tax plan is highly unlikely to become law this year, retirement planning advocates weighed in.
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.
Senators Say Retirement Planning Is a Growing Priority
“Too many Americans make decisions by inaction, and they need investment advice,” said Sen. Ben Cardin.
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.