Economy & Markets
The important economic and stock market news that advisors need to know.
Boomers Say Fixed Income to Be Main Retirement Fund, IRI Study Finds
By Marlene Y. SatterA study released by the Insured Retirement Institute (IRI) showed that boomers more than five years away from retirement were focused primarily on the need to live within a fixed income.
August 12, 2010
Unretired Boomers Continue to Focus on 'Fixed Income' FuturesWe recently reported that boomers fear outliving their retirement savings more than death. A new report from the Insured Retirement Institute further highlights boomers'...
August 11, 2010
MDRT Unveils Membership Qualification OptionThe Million Dollar Round Table has adopted a 2011 membership qualification option that accommodates the continuing shift toward fee-based business.
August 10, 2010
BHC Insurance Income Rises 10%Bank holding company insurance brokerage fee income jumped to $3.3 billion in the first quarter, up about 10% from $3 billion in the first quarter of 2009.
August 10, 2010
Research Senior Editor Ken Silber discusses China’s stock market historyResearch Senior Editor Ken Silber on the Gabe Wisdom Show of 8/10/10, Business Talk Radio, traces the tumultuous history of equity trading in China from the 1870s to today.
August 09, 2010
EBSA Schedules Lifetime Income HearingThe long-term viability of lifetime income guarantees may be on the agenda at an upcoming Employee Benefits Security Administration hearing on retirement plan income options.
August 09, 2010
An Annuity:What No Well-Heeled Client Can Do WithoutTell affluent client prospects about why an annuity is critical to a balanced portfolio for achieving financial planning objectives and their eyes are likely to roll.
August 08, 2010
An Annuity:What No Well-Heeled Client Can Do WithoutTell affluent client prospects about why an annuity is critical to a balanced portfolio for achieving financial planning objectives and their eyes are likely to roll.