Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
High Up-front Costs Spook Cognitively Impaired Investors, Study Finds
By Danielle AndrusFor advisors recommending an annuity to these clients, the way they frame the information is crucial.
December 02, 2015
Kotlikoff: 10 Ways to Maximize Social Security Benefits Under New LawThe budget bill signed into law in early November killed several popular Social Security claiming tactics. Laurence Kotlikoff tells advisors what they need to know.
December 02, 2015
Lawmakers Building Support for DOL Fiduciary Rule AlternativeA DOL spokesman says lawmakers are "undermining public confidence in the rulemaking process" by working on bill to block the rule.
December 01, 2015
Delayed Gratification a Risky Move for InvestorsNot only do most people want instant gratification, they also believe that waiting too long for something implies greater risk, says researcher Michael Bixter.
November 30, 2015
The Next Financial Crisis: When Will We Get Burned?Are we stoking an out-of-control fire? Asks Alexei Bayer.
November 30, 2015
Experts: ‘Post-DOL World’ Is ComingThe FSI left attendees of the Financial Advisor Summit with a sober reminder of what lies ahead: a final version of DOL's new fiduciary rule is expected in early 2016.
November 30, 2015
Why Income and Patience Matter to Advisors — and ClientsFrom the products sold to the technology used to the clients served, advisors today are working in a much different environment.
November 30, 2015
When Surrender Leads to SuccessA recent court decision found the owner of a PPLI policy retained sufficient control over the assets in the account to be treated as the owner for federal income tax purposes.