Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
10 States With Most Advisors Headquartered
By Melanie WaddellMost investment advisory firms main offices are concentrated in relatively few states, with distribution likely driven by access to financial markets, population and net worth.
October 16, 2014
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ RetirementNew white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
October 16, 2014
New DOL Fiduciary Rule Will Hurt Retirees, Panelists SayWhile consumer advocates favor compelling brokers to act in a clients best interest, much of the financial lobby is dead-set against them.
October 16, 2014
Saudis Sitting Pretty in Global Oil Price PlungeTheres still only one country in a position to choose winners and losers in the global market: Saudi Arabia.
October 15, 2014
5 Annuity Answers Every Investor Needs to KnowNAFA has released a paper that helps advisors answer five of the most important annuity questions.
October 15, 2014
Few Canadians have a workplace retirement advisorThe survey shows that fewer than half (47 percent) of working age Canadians have a workplace retirement savings plan.
October 14, 2014
Self-Directed Investments for Divorcing Clients: What Advisors Should KnowMany clients who receive retirement assets from an ex-spouse choose to invest them in a self-directed account. Here's how advisors can help manage those assets.
October 14, 2014
Most IFPs are nearing retirement ageNearly 1,000 IFPs responded to a comprehensive, online survey jointly sponsored by LIMRA and National Underwriter.