Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Northern Trust Hires Ex-Mercer Exec, Behavioral Finance Expert
By Melanie WaddellNorthern Trust Asset Management has hired former Mercer and World Bank executives to help build out its retirement solutions business.
August 26, 2015
Pension Buyouts Up 700% in Q2With help from Kimberly-Clark, buyouts reached a second-quarter record of nearly $4 billion, LIMRA reported.
August 21, 2015
Mercer’s Conaway Replaces Salisbury as EBRI Chief"EBRI has the capacity to shatter myths and preconceptions" with its "unparalleled reputation, databases and talented research team," Conaway said.
August 20, 2015
Retirement Confidence Dips; Workers Not Counting on Social SecurityIn a wide-ranging study from Transamerica, 14% of younger respondents see work as their primary income source in retirement.
August 18, 2015
10 Scary Retirement StatsThese 10 stats could motivate just about anyone to make retirement planning a priority.
August 18, 2015
Servicemembers Favor Permanent, Not Temporary Life InsurancePermanent life insurance ownership among members of the military has increased seven points over the last year, according to First Command Financial Services.
August 18, 2015
Social Security at 80: 8 Savings Strategies to Share With ClientsWhatever happens to Social Security, it's more important than ever to use all the savings strategies at your disposal.
August 18, 2015
IUL: A Nontraditional Way to Allocate Retirement AssetsIndexed universal life insurance (IUL) can combine the risk protection elements of bonds with equity market participation and access to tax-free cash later in retirement.