Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
3 Scenarios for Bonds if Bernanke Leaves: Pioneer’s Wardwell
By James J. GreenIf Bernanke leaves the Fed, would rates rise? Pioneer's Sam Wardwell explores the implications for fixed-income investors and advisors.
November 29, 2012
Jefferson National Adds Alternative Investments to Help ‘Fiscal Cliff’ AnxietyMore than 68% of advisors have increased their use of alternative investments.
November 29, 2012
Networking, Not Cold Calling, Wins Plan Sponsor Business: Franklin TempletonStudy of DC market, Insights on Closing the Sale, identifies best practices for lead generation, prospect management and finals activity.
November 29, 2012
Fidelity: Majority of Retirees Have Not Taken RMDs for 2012Its understandable why too many individuals of retirement age forget, delay or simply refuse to take their required minimum distributions.
November 27, 2012
Tax Reform ‘Threat’ Will Hurt 401(k)s, ASPPA WarnsIt doesnt have quite the emotional resonance of Save the Whales, but its endangered nonetheless.
November 26, 2012
Planning for Disaster: Using Behavioral Finance to Shape StrategyIn the aftermath of Hurricane Sandys destruction, financial advisors across the country may be experiencing a sudden rush of clients eager to revisit their financial plans and make sure they are in the best possible shape.
November 21, 2012
Three Steps to Starting a Retirement-Plan Advice PracticeEach of the three classic prospecting steps I followed can be replicated by any other advisor.
November 21, 2012
Surprising Findings From MassMutual Review of Its Retirement PlansAlthough more participants in DC plans are from Gen Y or Gen X, boomers hold a larger percentage of assets, according to an analysis by MassMutual of retirement plans administered by the firm.