Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Purgatory or Hell? What GMO’s Inker Sees on Horizon for Investors
By Bernice NapachRegardless of whos president, Inker says there are no good outcomes for investors because markets are so overvalued.
November 02, 2016
16 Best & Worst 529 College Savings Plans of 2016: MorningstarOf the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
November 02, 2016
Retirement, HSA Balances Rose in Q3, Fidelity Analysis ShowsUse of health savings accounts rose sharply over the past year.
November 01, 2016
John Bogle: SEC Should ‘Step Up’ and Issue a Fiduciary RuleBogle said he couldnt imagine an advisor acting as a fiduciary to clients on retirement and failing to do so on other investment advice.
November 01, 2016
Cash Balance Plans Supersize Small Business Retirement SavingsHybrid cash balance plans can provide small businesses with an opportunity to more than quadruple annual retirement savings.
October 28, 2016
Top 10 Pensions Funds for Private Equity ReturnsPrivate equity outpaces all asset classes in long-term returns on investments, according to the American Investment Council.
October 27, 2016
Raymond James, Ameriprise Keeping Commissions in Retirement AccountsThe two BDs, which have nearly 17,000 advisors, wont relent to DOL fiduciary rule, insisting that investor choice is paramount.
October 27, 2016
Most Advisors Confused on DOL Rule’s Impact: Galvin PollA majority incorrectly believes that, despite their work with retirement accounts, the new fiduciary standard wont impact them.