Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Q3 annuity sales remain ahead of 2015 despite declines
By The LifeHealthPro EditorsYear-to-date fixed annuity sales remain ahead of 2015 while variable annuity net assets increased for the fourth consecutive quarter.
December 12, 2016
9 Reasons Retirement May Go ExtinctMillennials in particular represent a shift in attitude that includes very unretirement-like plans.
December 09, 2016
Customizing benefits plans to improve outcomesBenefits optimization is an approach to designing benefit plans and portfolios to maximize outcomes against a given benefits budget.
December 07, 2016
Wells Fargo to Pay $1M FINRA Fine Over Client ReportsSome 5 million-plus documents were not reviewed adequately, FINRA says, especially regarding client holdings outside of the bank.
December 06, 2016
Betterment CEO to Trump: DOL Fiduciary Rule ‘Worth Your Time’The independent robo-advisory took out full-page ads in the NYT and WSJ asking the president-elect and readers to get behind the rule.
December 06, 2016
Two questions help clients avoid annuity surrender chargesDetermining your clients' financial goals can help you alleviate their concerns about surrender charges.
December 06, 2016
Two questions help clients avoid annuity surrender chargesDetermining your clients' financial goals can help you alleviate their concerns about surrender charges.
December 05, 2016
What the Future of Social Security Looks Like: Bill ReichensteinReichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.