Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
An affinity for fraud
By Harry LewA Washington "faith-based financial advisor" has been sentenced to 18 years in prison for affinity fraud. He preyed on members of Christian churches in several Washington counties, as well as on consumers in four other states. During his
July 22, 2009
Job Fears StabilizeAmericans may be feeling a little more confident about their ability to stay employed.
July 22, 2009
Wells Fargo-Wachovia Shares Joint Results; Says FA Inflows, Sales, Recruiting 'Strong'The combined firm notes that it continues to experience robust broker recruiting - and says financial advisors hired this year are 60 percent more productive than those who have left the firm.
July 15, 2009
The Nest As Nest EggMore wealthy Americans are seeing their homes as a key component of retirement savings.
July 08, 2009
Strategies for Account SelectionWhat type of account should advisors use to maximize the return on clients' retirement savings?
July 08, 2009
As Economy Impacts Confidence, Many Plan to Work LongerWorkers who've lost confidence in their ability to secure a comfortable retirement say they are changing the way they invest, are working more hours or a second job, are saving more and are seeking advice from a financial professional.
July 06, 2009
Senate Gets Annuity BillA new Senate bill could provide a 50% tax exclusion on up to $40,000 in annual income from a non-qualified lifetime annuity.
July 05, 2009
Senate Gets Annuity BillA new Senate bill could provide a 50% tax exclusion on up to $40,000 in annual income from a non-qualified lifetime annuity.