Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Buffett Hits Trump Back: I’ve Paid Taxes ‘Every Year Since 1944’
By Noah Buhayar, Lynnley BrowningBy releasing his tax data, Warren Buffett just fact checked Donald Trump over the candidates claim during the debate.
October 06, 2016
5 Trends in How Advisors Work With Retirement Income ClientsA Practical Perspectives survey finds that retirement income relationships represent more than half of all assets managed for most advisors.
October 06, 2016
5 Major Signs of Risk in 401(k) PlansAdvisors can track 401(k) plans by watching 19 red flags gleaned from Form 5500 filings by Judy Diamond Associates.
October 05, 2016
Annuities in 401(k) Plans Could Benefit From GAO ReportA Government Accountability Office recommendation may allay plan sponsors fears of liability if they offer annuities in 401(k)s.
October 04, 2016
DC Investment Association Proposes Standards for Auto FeaturesNoting that competing definitions of auto features act as a barrier to their adoption in DC retirement plans, the DCIIA is proposing a standardized lexicon.
October 03, 2016
Top Portfolio Products: Actively Managed ETFs From TrimTabs, AdvisorShares, ProSharesThe new ETFs target stocks with strong cash flow and high dividends, Korean equities, oil futures and a socially responsible money market equivalent.
October 02, 2016
5 Big Changes Advisors Should Make by Fiduciary Rule Deadline: AssetMarkAs the April 10 deadline approaches, advisors should be taking these key actions to update their practices.
September 28, 2016
Building Trust Key to Overcoming Client RoadblocksTrust is still an issue in the financial services industry, Zahira Lehri of SunTrust said at the IRI Vision annual conference.