Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Deena Katz: Process Over Product — The 2015 IA 35 for 35
By Danielle Andrus"In the early days, we charged for transactions and gave away advice," recalls Katz. "Today, we do just the opposite."
May 08, 2015
Lawmakers Ask DOL’s Perez to Extend Fiduciary Comment PeriodLawmakers asked Perez to extend by another 45 days the comment period on DOL's fiduciary redraft, but fiduciary advocates disagree.
May 07, 2015
Retirement Is Changing to—Working?Americans are getting the picture that the three-legged stool of retirement income is just too wobbly, so theyre adding a fourth leg: work.
May 06, 2015
Gen Xers Feel Hopeless About Saving for RetirementBaby boomers worries about retirement have received wide coverage in the financial press, much less so the sobering realities besetting Generation X.
May 06, 2015
Toward a Workable Fiduciary Standard for Brokers: The 7 QuestionsTo tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
May 05, 2015
‘Living Inheritance’ Could Hurt RetirementA report by HSBC identified a living inheritance trend among Americans, as 43% of retirees said they were providing regular financial support to another person.
May 05, 2015
Using Fixed Indexed Annuities for Retirement IncomeAs the search for retirement income alternatives continues, FIAs with new fixed-income features look attractive.
May 04, 2015
The 2015 IA 35 for 35 CalendarThroughout May, well publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.