Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A New Fixed Indexed Annuity Has RIAs in Mind
By Bernice NapachThe commission-free annuity was developed with input from RIA members of DPL Partners' network.
January 23, 2019
Technology, Retirement Plan Initiatives to Boost Life Insurance Growth: LIMRALIMRA is expecting to see good news for retirement savings.
January 22, 2019
BlackRock's Data Leak Hits 20,000 Advisors, Most With LPLThe ETF provider says the accidental disclosures did not include any details about investor clients and "no sensitive personal or financial information" about advisors.
January 18, 2019
12 Worst States for Retirement: 2019These states ranked the lowest on affordability, health care and quality of life for retirees, according to WalletHub.
January 18, 2019
Single Women Most Likely to Face Retirement Income Shortfall: EBRIHalf of single women had retirement deficits, and 10% had shortfalls of at least $223,000.
January 17, 2019
Your Working-Age Clients Need to Understand MAGIWhat goes into MAGI, and stays out of MAGI, matters. A lot.
January 17, 2019
New Rules, New Tips for 529 FundingAdvisors should remember that tax reform has expanded the universe for 529 savings even for clients with young children.
January 16, 2019
Luxury Concierges Battle for the Attention of the Very RichA last-minute helicopter ride to the Hamptons doesn't cut it — ultra-wealthy clients are looking for one-of-a-kind experiences.