J.P. Morgan Offers New Guide to Retirement
JPAM's Guide to Retirement features user-friendly charts on retirement planning to help advisors explain complex topics and encourage informed decisions.
A lot of broker-dealers have invested in the retirement income space.
RIIA Launches Virtual Learning Center for Advisors, Home Office
The Retirement Income Industry Association is building on its webinar series to develop a virtual learning center for advisors and home office personnel, the organization announced on Jan. 8.
Turning life’s lemons into lemonade is a neat feat.
New Hire Roundup: American Century Names Bannigan COO
Also this week in new hires, Monte Garpestad went to Securities America, and the RIIA named Peng Chen academic curriculum director of its retirement management analyst curriculum.
RIIA Names Peng Chen Academic Director of Retirement Management Analyst Curriculum
Chen will oversee and review the academic and scholarly direction of the evolving RMA curriculum.
New Retirement Pros; Clients’ Brains; Bill Good’s Cold Call Rewrite: November Research—Slideshow
The November cover story of Research magazine, "The New Retirement Pro," focuses on how to thrive in the growing and highly competitive field of retirement income advice. And Bill Good’s column called "Cold Call Rewrite," he recasts cold call scripts advisors have used.
New Retirement Pro Emerges From Altered Landscape
How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.
Ex-CIA Official Sees ‘Supersonic Boom’ in Global Growth: RIIA Confab
Ex-intelligence official Herb Meyer predicted a “supersonic boom” in the world economy in coming decades, resulting from heightened consumer demand from a “global middle class” including potentially billions of people recently emerged from poverty.
What Bogle Thinks of ETFs; Gross vs. ‘Cult’; Paycheck Stress: October Research—Slideshow
The October issue of Research deals with formidable personalities and controversial issues. Cover story "How John Bogle Really Sees ETFs" covers the Vanguard founder's view of the exchange-traded fund field and its evolution. Feature article "Bill Gross vs. the Equity Cult" analyzes the bond maven's pessimism about equity returns.