Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Advisors Struggle to Serve Aging Boomers: Report
By John SullivanFinancial advisors are challenged with how to effectively attract and engage with investors nearing or in retirement.
February 01, 2013
How to Boost Employees’ Financial Well-BeingWellness, said CEO Liz Davidson of Financial Finesse, is a mastery of financial issues, with little or no financial stress.
January 30, 2013
Ruark study: Annuitization rates are below 5 percentAnnuitization rates, the GMIB report notes, vary by the age of the annuitant, peaking during the prime retirement ages of 65-69. As the value of the guarantee increases relative to the account value, the rate of annuitization also rises.
January 28, 2013
Folio Investing’s Target Date Folios Outperform Traditional Target-Date FundsSteven Wallman, founder and CEO of Folio, says investors deserve better than traditional target-date funds.
January 28, 2013
Sen. Tom Harkin, Chairman of HELP Committee, to RetireSen. Tom Harkin, D-Iowa, announced Saturday that he will not seek re-election for his term expiring in 2014.
January 23, 2013
Downsizing Your Home: Is It Worth It?Boomers who intend to move into a smaller home to lower their cost of living probably wont save much money doing so, according to a report by the personal finance website GoBankingRates.com.
January 22, 2013
Alternatives Saw Biggest Drop in Asset Management Fees in 2012: Mercer"Demand for active management may well fall off a cliff" as defined contribution plans overtake defined benefit pensions, a Mercer consultant says.
January 21, 2013
How to Measure Your Firm’s Overall EfficiencyAdvisors are very good at conducting this type of work for their clients. They build a financial plan, then measure on a consistent basis how the plan is doing. How well do you employ the same process for measuring the efficiency of your firm?