A 4% Rule Alternative That Won't Confuse Clients (Much)
By John ManganaroNew research explores a "novel metric" to help advisors and clients explore trade-offs in retirement withdrawal planning.
June 27, 2023
New Advisors in Short Supply as 72% of Trainees Fail: CerulliNew research from Cerulli says that firms must work on developing sustainable talent pipelines to combat high attrition.
June 22, 2023
New Study Ties Lack of Advisor Diversity to Local RacismMarkets showing greater animosity toward Black people have lower levels of Black advisor representation, research shows.
June 21, 2023
This Retirement Investing Strategy Can Boost Income 29% a YearIt's also less risky than a 60/40 portfolio, according to a new paper.
June 20, 2023
Why Clients Really Hire Advisors: StudyA prospect may have a specific financial problem, but they often have other, unspoken needs, Morningstar finds.
June 14, 2023
Millennials and Gen Z Are Buying InsuranceSome have canceled coverage recently, but more want to buy policies soon.
June 14, 2023
Retirement Investors Are Losing Faith in 60/40 Portfolios, 4% RuleAmid concerns about market volatility and Social Security insolvency, investors are turning to alternative income strategies.
June 13, 2023
This Annuity Helps Retirees Outperform 4% Withdrawal Rule: RetireOneContingent deferred annuities can meaningfully improve outcomes for retirement savers, a white paper argues.