Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Regulating Cybersecurity; Understanding Social Security: June Investment Advisor Features—Slideshow
By Editorial StaffProtecting their personal information, much of which is stored online nowadays, from hackers is an important individual responsibility, but for financial advisors there is an added responsibility to protect their clients data from thieves.
May 27, 2014
Time to Rein In Rollovers?If youve been paying attention over the past year, youve noticed that regulators and those in Washington are placing increased scrutiny on IRA rollovers.
May 27, 2014
What Color Is Your Salamander?I used to love the old L.A. Law TV series (which aired 1986 to 94) because it humanized lawyers and showed that even though people can be deeply flawed, we can, on occasion, still be heart-wrenchingly kind.
May 27, 2014
The 2014 Broker-Dealer Reference GuideSome observers of the independent broker-dealer universe might be tempted to explain its current state by counting the acquisitions that Nicholas Schorsch's Realty Capital has made over the past year.
May 27, 2014
Replace Social Security or Fix It?Just as advisors understand that past performance does not guarantee future returns, Larry Kotlikoff argues Social Security's past success does not indicate its current viability.
May 27, 2014
30 Best Paying College Majors: 2014As college degrees become almost mandatory for landing a decent job, find out which majors give the best chance to land a high-paying job.
May 27, 2014
401(k) vs. IRA: The Real Roth Conversion QuestionMoving traditional retirement funds into a Roth account may seem like a no-brainer for many clients, but whether to use a Roth IRA or Roth 401(k) can have potentially significant repercussions.
May 26, 2014
Amy Webber, Cambridge’s Optimist: The 2014 IA 25 ProfileStarting with the fact that we cant control things like the market and economy or regulation, Im wildly optimistic about our industry, Webber said.