Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Deferred Income Annuities: Loved by Economists, Ignored by Investors
By Melanie WaddellA Brookings paper explains how these products make longevity insurance relatively cheap and says new legislation could make them more popular.
August 08, 2019
Fixed Indexed Annuities Stage a ComebackRIAs are becoming more active in the market for FIAs, which are rebounding after the demise of Labor's fiduciary rule.
August 06, 2019
Financial Abuse in Marriage: What Advisors Can DoThere are five types of financial abuse advisors should watch for, lawyer Jacqueline Newman tells ThinkAdvisor.
August 06, 2019
An Annuity Alternative That Simplifies Retiree PayoutsManaged payout funds are "a major alternative to an annuity," AARP's David John says.
August 01, 2019
Tell Clients About Sequence of Returns RiskThe author takes a hard look at Trish and Roberto, and finds that Roberto has problems.
August 01, 2019
Should Advisors Use Annuities for Their Clients?Advisors are divided about the use of annuities. Some advisors don't use them at all and the ones that do can be divided over what type to use.
July 30, 2019
Northern Trust Acquiring Digital Investment Platform for AdvisorsThe asset manager has entered into an agreement to acquire Belvedere Advisors, owner of Emotomy, an open-architecture digital advisor.
July 29, 2019
Many Self-Employed Americans Aren't Saving Enough for Retirement: TransamericaFifteen percent of respondents said they never saved for retirement.