Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
What Clients Need and What Advisors Aren’t Doing: Liz Davidson
By Bernice NapachThe Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.
January 05, 2016
Using retirement plan data to target benefits prospectsLearn how to use big data to create opportunities and deliver value to prospects and clients.
January 05, 2016
12 Best Foreign Cities for Retirement: 2016A new list published by Live and Invest Overseas looks at where retirees can get the most bang for their buck.
January 05, 2016
Here's how to make clients’ retirement nest eggs last longerWhere to put a nest egg is a big deal. Fees are the silent killer of investment returns. Fees in 401(k)s and IRAs vary greatly.
December 30, 2015
Are your biases imperiling your clients’ retirement?When was the last time you looked at the way you plan removed all blinders, challenged your own belief system and reviewed all the wonderful ways you can provide guaranteed income?
December 30, 2015
3 Questions Retirement Plan Sponsors Ask About AdvisorsWhat are retirement plan sponsors looking for from plan advisors? Advisors may need to start at the beginning, says David Levine.
December 30, 2015
Recent SEC Exams of RIAs Focusing on Client Retirement AccountsFollowing up on its promise to do so, the SEC's examiners are looking closely at RIAs' oversight of clients' 401(k) and IRA accounts.
December 29, 2015
Retirement income flexibility with reverse mortgagesAdvisors are becoming more aware of the products potential uses and its flexibility.