Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOL’s Hauser Warns BDs to Prep for Fiduciary Deadline; AARP to Deploy ‘Mystery Shoppers’
By Melanie WaddellHauser says BDs should be "nervous" if they aren't ready by April; meanwhile, AARP plans to assemble mystery shoppers to see if advisors are complying.
May 24, 2016
Retirement Planning's Hard Reality: Savings Trump ReturnsSorry, but pipe dreams and unicorns dont actually exist, although the lottery is an option. Im kidding about the lottery part.
May 23, 2016
Finke: DOL Rule May ‘Drop Bomb’ on Asset Management IndustryAnnuities, nontraded REITs and even mutual funds face a transformed environment under the DOL fiduciary rule, Michael Finke writes.
May 23, 2016
Ladies and Gentlemen, Start Your IncomeFor annuity holders, the lifetime income benefit is a powerful vehicle when handled right.
May 23, 2016
A Random Talk With Burton MalkielMalkiel, the famous author of A Random Walk Down Wall Street, talks about why he dislikes smart beta and how he invests his own money.
May 23, 2016
How to Sell Fixed Indexed Annuities Under DOL Fiduciary RuleSales even recommendations of fixed indexed annuity products makes an advisor subject to the new fiduciary rule.
May 22, 2016
New American Funds Portfolios Designed to Make Retirees’ Money LastThere are three key characteristics of portfolios designed to meet investors longevity needs, according to Steve Deschenes of The Capital Group.
May 19, 2016
SMA Managers of the Year Announced at Envestnet Advisor SummitFor the 12th year, Investment Advisor and Envestnet | PMC announced the winners of the SMA Managers of the Year.