Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOL Fiduciary Rule Will Force Brokers Out, Ex-SEC IM Director Says
By Melanie WaddellImposing a DOL ERISA fiduciary duty on brokers will drive advice out of that space, former SEC investment management chief Norm Champ said.
February 23, 2016
3 Big Holes in DOL Fiduciary Proposal, ICI SaysOn one-year anniversary of Obama endorsement of the proposal, ICI sends letter to the OMB about DOLs justification for the rule.
February 22, 2016
13 Public Colleges With the Best ROI: Princeton ReviewGraduates of these schools can expect great career prospects and don't have to mortgage their futures to pay for their degrees, The Princeton Review says.
February 22, 2016
House Speaker Ryan: DOL Fiduciary Rule Could Block 7 Million IRAs From AdviceRep. Paul Ryan tweeted Monday that "up to 7 million IRAs wouldnt qualify for advice" under the DOL rule and vowed to stop it.
February 22, 2016
6 Ways to Prevent Going Broke in a Long RetirementPrepare for at least 20 to 30 years of retirement with rising health care costs and likely shrinking Social Security benefits, Wells Fargo says.
February 22, 2016
Why a Falling Stock Market Won’t Delay Boomer RetirementsThe baby boomers are getting ready to retire, and they won't let a stock market selloff stop them.
February 22, 2016
Americans Making Modest Progress in Savings GoalsAs the 10th annual America Saves Week kicks off, research shows Americans are making at least modest progress on their savings goals.
February 22, 2016
Top Portfolio Products: New Options From RetireUp and Guardian InsuranceA new database from Stanford Law School and Sullivan & Cromwell could help advisors stay compliant with the Foreign Corrupt Practices Act.