Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Want Clients and Potential Clients to Save More for Retirement? Educate Them
By Liz DavidsonMore education of retirement plan participants leads to higher deferral rates. That’s good for the worker, the country and advisors.
April 22, 2011
DOL Effort to Rewrite Retirement Plan Fiduciary Definition Faces Bipartisan OppositionSenior members of Congress have signed letters calling for a delay or end to the Labor Department's effort to rewrite the 5-part retirement plan fiduciary definition.
April 22, 2011
Merrill’s David Tyrie on Retirement Healthcare Costs: Weekend InterviewMerrill Lynch's head of personal retirement, David Tyrie, speaks about how and why Merrill is educating clients—and its FAs—on healthcare costs in retirement.
April 20, 2011
Financial, Retirement Stress Increasing Even as Markets Rebound, Survey FindsNearly half of working adults struggle to pay household expenses on time.
April 19, 2011
Advisors see a boom in boomer clientsAn Insured Retirement Institute webinar for financial advisors revealed that in the last year, more than seven in 10 advisors have experienced net increases in retirement income clients.
April 19, 2011
California: Illustrations Should Always Be ReasonableStates should forbid insurers and agents from using misleading annuity illustrations at any time, not simply during the sales process, a regulator says.
April 19, 2011
MWA: 2010 Bank Holding Company Annuity Income Drifts LowerAnnuity sales at U.S. bank holding companies brought in a total of about $2.6 billion in commissions and fees in 2010, down 1.8% from the 2009 total, according to Michael White Associates.
April 19, 2011
Advisors see a boom in boomer clientsAn Insured Retirement Institute webinar for financial advisors revealed that in the last year, more than seven in 10 advisors have experienced net increases in retirement income clients.