Do RMDs Work Better Than the 4% Rule?
By Ginger SzalaMichael Finke, David Blanchett and Christine Benz discuss whether this variable spending approach is more realistic for retirees.
February 04, 2022
Will the SEC Ban 12b-1 Fees?Their use is declining as the SEC targets conflicts of interest. But are they a "lesser evil"?
February 01, 2022
10 Things Advisors Should Know About Grantor TrustsGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
January 31, 2022
Merrill's New Training Program: Less Selling, More Coaching, Plenty of SkepticismCan Merrill meet its goal of graduating 1,000 new advisors a year? Will they stick around? Recruiters have doubts.
January 31, 2022
60/40 Portfolio Set for Worst Loss Since March 2020The Bloomberg 60/40 index has lost 5.4% in January, its worst showing since the start of pandemic lockdowns.
January 28, 2022
5 Big Wealth Management Trends for 2022These important trends should be part of your strategic planning and can help position your business for success this year.
January 24, 2022
How to Show Couples the Hazards of Claiming Social Security EarlyClaiming benefits at 62 is usually a mistake, even if one spouse waits till 70, retirement experts say.
January 20, 2022
GMO's Grantham: Historic Stock Selloff Has BegunLosses in equities, bonds, real estate and commodities, he calculates, may reach $35 trillion in the U.S.