Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Industry Plans National Ad Campaign
By Allen GreenbergSome of the industrys biggest players are gathering this week to lay the groundwork for a campaign aimed at turning more Americans into super savers.
September 16, 2014
Calpers’ Hedge Fund Exit Stemmed From Challenge to Expand AssetsPension plan's decision to divest $4 billion from hedge funds came after officials concluded the program couldnt be expanded enough to justify the costs.
September 16, 2014
Ritholtz: Calpers’ Hedge Fund Exit Sets Off an EarthquakeCalpers decision to pull out of hedge funds could be a sign of radical change in the fund industry as a whole, Barry Ritholtz writes.
September 15, 2014
7 Ways to Avoid Picking a Bad AdvisorIf a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?
September 15, 2014
NextCapital Launches 'Digital Advisor' for 401(k)sNextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.
September 15, 2014
Safeguarding Retirement With 401(k) Plan In-Service WithdrawalsLittle-known IRS rules that provide for in-service 401(k) withdrawals allow use of funds already earmarked for retirement to implement an annuity strategy while still working.
September 12, 2014
Gen X, Y Lack Investing DirectionAdvisors who have focused their efforts on boomers retirement needs should make sure theyre not neglecting Generations X and Y.
September 11, 2014
Great-West Names President of New Retirement GroupEdmund F. Murphy III to tackle the U.S. retirement savings challenge as president of one of the largest providers in the U.S. defined contribution market.