Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Kestra Taps New President at H. Beck
By Janet LevauxMichelle Barry, formerly of Penn Mutual, also has worked for The Advisor Group, Salomon Smith Barney and Ameritas Life.
December 13, 2017
American College Launches New Wealth Management Certification ProgramThe curriculum focuses on how investments can be used to meet the goals of individual investors, according to Dean Michael Finke.
December 13, 2017
Seattle Establishes Retirement PlanWhen it takes effect, the estimated 200,000 Seattle workers without workplace retirement plans will be automatically enrolled.
December 12, 2017
Bipartisan Bill Would Allow Electronic Delivery of 401(k) StatementsReceiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act would cut out a wasteful, expensive paper trail.
December 12, 2017
401(k) Tax Changes Would Slash Retirement Savings: Wells Fargo SurveyWithout tax deferral, 401(k) savings would plummet, a Wells Fargo-Gallup survey found.
December 12, 2017
Retirement Crisis? Only for Those Nearing RetirementFor those close to retirement today, the environment is going to be dramatically different, a BlackRock Retirement Institute exec says.
December 12, 2017
The Rise of the Volatility-Controlled AnnuitySome clients might be interested in another way to get a little more shelter from any index storms.
December 11, 2017
Tax Bill Could Have Big Impact on Small-Biz Retirement PlansMore than 320,000 pass-through businesses offer retirement plans, which the bill provides a disincentive to do, says ARA's Brian Graff.