Retirement Spending Plans Should Follow Pension Strategy: Russell
Pensions’ funded ratio method offers a “simple yet powerful percentage that most clients understand immediately,” a Russell study says.
3 Tools to Build and Protect Retirement Income
Three leading investment managers discussed ways to plan for and protect retirement income at the Envestnet Advisor Summit.
Your Retired Client Doesn’t Have to Run Out of Money
Advisors can help clients avoid running out of money before they die by computing a funded ratio that measures surpluses or shortages, say Russell's ‘Adaptive Investing’ researchers.
Creating a solid, goals-based investment strategy for your clients, one that is subject to continuous improvement, should ideally be your top objective. However, if you...