Coordinate Retirement Withdrawal Strategies to Generate Most Income
Advisors can “raise the bar” on Social Security advice by coordinating clients’ account withdrawals and claiming strategies.
Half of Americans ‘Very’ Confident in Meeting Retirement Goals: SSGA
Retirement savers’ confidence remained stable in 2016 after a big jump in 2015, an SSGA retirement survey found.
9 Key Things Next President Should Do to Fix Economy: Brookings
Although the economy hasn’t always been the focus of this campaign, it will be among the most important challenges for the next president.
The Cost of Investing Too Conservatively for Retirement: Wells Fargo Survey
A Wells Fargo survey finds that 59% of workers are focused more on avoiding loss than maximizing growth in their retirement investments.
15 Best U.S. Cities for LGBT Retirement
With about 1.5 million seniors identifying as LGBT, SeniorAdvice.com released a list of the country’s top cities for LGBT-friendly retirement.
Top Portfolio Products: Envestnet Launches DOL Compliance Solution
The platform enhancement is designed to help advisors comply with the new rule as part of a "seamless wealth management process."
Has Fiduciary Rule Sparked Price War Among ETF Providers?
The moves by BlackRock and Schwab to slash fees on index ETFs “could be the beginning of a price war,” says Morningstar’s Ellenbogen.
DOL Fiduciary Rule Forces Merrill to Drop Commission IRAs
Merrill Lynch to encourage its retirement clients to move accounts to the BD’s Investment Advisory Program.
5 Trends in How Advisors Work With Retirement Income Clients
A Practical Perspectives survey finds that retirement income relationships represent more than half of all assets managed for most advisors.
DC Investment Association Proposes Standards for Auto Features
Noting that competing definitions of auto features act as a barrier to their adoption in DC retirement plans, the DCIIA is proposing a standardized lexicon.