Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Self-Directed IRAs: Avoiding DOL Fiduciary Rule Liability
By William H. Byrnes, Robert BloinkThe DOL fiduciary rule could increase the use of self-directed IRAs, but the role of the advisor does not end once a client chooses one.
September 15, 2016
America’s Biggest 401(k) Advisor Has a Plan to Manage All of Your MoneyFinancial Engines, which already manages employees' 401(k)s, wants to manage all aspects of those employees' financial existence in an affordable way.
September 14, 2016
Saving Trumps Spending for Majority of MillennialsA new TD Ameritrade survey shows most boomers and millennials are savers, but the two groups are saving for different reasons.
September 13, 2016
Has the Bond Market Peaked?The broad strengthening this year in the bond market doesnt normally happen, and the market will recalibrate at some point, Schwabs Kathy Jones said.
September 13, 2016
8 Financial Mistakes Couples Make That Could Derail RetirementWhether it's a failure to communicate or a lack of action, couples are making big mistakes when it comes to saving for retirement.
September 12, 2016
Half of IRA Rollovers to Stay in Plan After DOL Fiduciary Rule: CerulliAdvisors will have to offer more services to clients to support a rollover recommendation to an IRA, suggests new research from Cerulli.
September 12, 2016
Top Portfolio Products: New Funds from Fidelity, CBOE Vest and DirexionFidelity introduced six factor-based ETFs, CBOE Vest added a defensive stock fund and Direxion launched two leveraged ETFs.
September 09, 2016
7 Tips to Maximize Social Security Benefits From an Ex-SSA DirectorWith all of the rules and changes in Social Security, Kurt Czarnowski offers tips and advice to advisors.