Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Update on Fifth Street Finance, Top Dividend-Paying Financial Stock
By Ben WarwickTime to buy this dividend payer, or time to trim?
October 26, 2011
The Great Retirement RethinkRetirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: I dont think retirement is the buzzword it once was. Okay, yeah right, retirement. Okay, yeah right, Ill win the lottery....
October 25, 2011
DOL Probing Improper BD, RIA Compensation From ERISA PlansThe Department of Labor has recently investigated eight BDs under Consultant/Adviser Project, focusing on improper compensation by benefit plan consultants and investment advisors.
October 25, 2011
4 Surprising Ways to Grow Your Practice; Exclusive Cerulli Retirement Income Survey: November Investment Advisor—SlideshowIn October 2011's Investment Advisor cover story, Angie Herbers shows how to build a business that can grow without you micromanaging every aspect. Also, findings from our Cerulli's advisor survey on retirement income, and more.
October 25, 2011
DOL's Borzi: Retirement Fiduciary Re-Proposal Out Early Next YearDOL plans to repropose its controversial rule amending the definition of fiduciary shortly after the first of the year, EBSA's Phyllis Borzi said Tuesday at ASPPA.
October 24, 2011
Putnam Introduces Funds, Tool to Help Retirees Manage IncomePutnam Investments on Monday officially launched its Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a retirement income analysis tool that can be used with the funds to make sense of the complexities presented by the savings withdrawal phase of retirement.
October 24, 2011
Putnam’s Reynolds Calls for ‘Assured Income’ in DC PlansAn FDIC-like national insurance pool could facilitate converting retirement savings into assured income, Reynolds tells Retirement Income Symposium attendees
October 24, 2011
DOL Finalizes Investment Advice Rule for Retirement PlansDOL's Borzi says rule should save retirement plan participants $7 billion-$18 billion annually; is separate from fiduciary rulemaking.