Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top Portfolio Products: New ETFs Reflect Social Media Buzz, Catholic Values
By Marlene Y. SatterThe latest ETF offerings include one that takes its direction from the buzz on social media and another that follows guidelines from the Catholic Church.
April 25, 2016
Pfau: How to Manage Sequence of Returns Risk With Reverse MortgagesUsing home equity conversion mortgages commonly known as reverse mortgages strategically can help improve clients retirement sustainability.
April 25, 2016
How Insurance Partnerships Help You Better Serve HNW ClientsWealth management firms are branching out to create holistic risk management programs for their high-net-worth clients.
April 25, 2016
The New Influencers: The 2016 IA 25Our 14th annual list of the most influential people in and around the industry has a different cast this year.
April 21, 2016
Retirement Income Planning for KidsThe benefits of opening an IRA or Roth IRA for a minor child can be substantial for both the child and the entire family.
April 21, 2016
Advising Business-Owning Clients on Succession PlanningWhile advisors dont have a good record of addressing succession planning in their own firms, its sometimes easier to help others do so.
April 21, 2016
House Panel Passes Resolution to Block DOL Rule'We must prevent this flawed rule from wreaking havoc on workers, retirees and small businesses," said Rep. Phil Roe.
April 20, 2016
DOL Accused of ‘Legislation by Rulemaking’ on Fiduciary RuleThe DOL is overstepping its bounds because Congress never intended for IRAs to be regulated like ERISA plans, ERISA lawyer Brad Campbell told senators.