SEI Poll: legislation, scandals among biggest threats to firm revenue
By Staff WriterA new SEI Quick Poll finds advisors consider external factors like legislation and ongoing industry scandals a significant threat to their ability to restore firm...
May 07, 2009
Survey reveals Americans' insurance IQA survey by the Delaware Department of Insurance and the National Association of Insurance Commissioners reveals that a majority of Americans do not know basic facts about insurance, such as the recommended amount of life insurance relative to salary.
May 06, 2009
Senate committee examines life insurance "flipping"The Senate Special Committee on Aging has expressed concern about the policy of selling life insurance policies to investors, fearing that the practice may amount to fraud in some cases.
May 06, 2009
Health Care to Cost $240,000A 65-year-old couple retiring in 2009 will need about $240,000 to cover medical expenses in retirement even with Medicare insurance coverage, according to Fidelity Investments' latest health care cost estimate.
May 06, 2009
Investors pour billions back into mutual fundsLong-term mutual funds saw the biggest net inflows in April since February 2007. According to estimates released Wednesday by Strategic Insight, investors put nearly $20...
May 06, 2009
Living with Dividend CutsAs widely reported, it's been a tough stretch for investors who rely heavily on dividends for their retirement income. So, how can an adviser help clients replace income that's been lost to dividend cuts? Several experts share their views.
May 06, 2009
Immediate Annuities Gain FavorDepleted investment portfolios, reduced dividend payouts, and low interest rates have created a much more challenging environment for retired income investors. Consequently, immediate annuities' guaranteed lifetime income has become more attractive.
May 06, 2009
Five Questions for the Top Retirement Advisor: Ted Willer of Smith BarneyTed Willer, Financial Advisor & Senior Investment Management Consultant; Smith Barney, Indianapolis, Ind.
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