Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Declining Real Estate, Retirement Income Top Concerns for Investors: Study
By John SullivanEnsuring that clients' assets last is a tough job, but advisors are rising to the occasion. Thats the takeaway from a recent study from Natixis Global Asset Management.
July 31, 2012
DOL Backs Off Controversial Brokerage Window PlanEBSA backed off on its controversial fiduciary requirements involving brokerage windows under its fee-disclosure rule 408(b)(2) that had the retirement planning community up in arms.
July 26, 2012
Big Jump in 401(k) Investors Seeking DiversificationOne-third of 401(k) plan participants invested their entire account balance in a professionally managed asset allocation and investment option in 2011, up from less than one-tenth in 2005, according to Vanguard.
July 26, 2012
12 Worst Financial Advisors in America: 2012AdvisorOne found BrokerCop.coms list and ranked each Advisor Horribilis from the past year in reverse order of horribleness, balancing amount of money stolen with amount of ick factor involved.
July 25, 2012
Allianz: One-Third of ‘Transition Boomers’ Unsure About Retirement IncomeThe survey also found that one-quarter appear to be uninformed about the effects of inflation.
July 25, 2012
CFPB Rolls Out Financial Aid Shopping Sheet as Student Debt Tops $1 TrillionAs outstanding student loan debt has surpassed the debt consumers hold in credit cards and car loans, the CFPB has just completed a form colleges can use to break down costs and payment options.
July 24, 2012
Transitioning the Family Business for RetirementBecause these transitions are complex, involving many different experts, financial planners need to know when to take the lead.
July 24, 2012
Achaean Taps Benartzi to Bring Behavioral Finance Insights to Retirement Income SoftwareAchaean Financial has found a way to help advisors convert existing VA policies that are frustrating advisors, investors and insurance companies alike.