Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 10 Social Security Myths: Part 2
By William MeyerDont let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
October 02, 2014
Millennials Growing Out of Financial FearsAs memory of the financial crisis fades, millennials are getting more aggressive in investing.
October 01, 2014
IRI Elects LPL’s Moore Board ChairmanNew IRI Board members include Larry Roth of Cetera, Erica McGinnis of AIG Advisor Group and George Riedel of USIS.
September 30, 2014
Tackling the Retirement Income Challenge With InnovationFour experts at the IRI conference addressed the issue of retirement income planning and the nuances of retirement distributions.
September 30, 2014
Insurance: The ‘Putter’ in the Retirement Golf BagYou drive for show but putt for dough, AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
September 30, 2014
Bill Gross’ Departure: What Plan Fiduciaries Need to KnowPIMCO's Total Return Fund, previously managed by Gross, is a "pillar" of many 401(k) platforms. Will it stay that way?
September 30, 2014
Why Insurance Industry Is Crucial for Americans: Dennis GlassSpeaking at IRI conference, Lincoln Financial Distributors CEO says the retirement readiness gap provides a big opportunity for the industry.
September 29, 2014
3 Investments Retirees Should Avoid: Morningstar's BenzSome assets can add volatility, expenses and stress to retirement portfolios (with little upside).