Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
RIIA Names Peng Chen Academic Director of Retirement Management Analyst Curriculum
By John SullivanChen will oversee and review the academic and scholarly direction of the evolving RMA curriculum.
November 01, 2012
Employees Shift Focus From Retirement Planning to Money ManagementEmployees improved their financial wellness in the third quarter, a much-needed climb back from a weakened condition in the first quarter, according to research released Wednesday.
October 30, 2012
Does the 4% Rule Still Hold? Shaping Healthier Retirement Income PlanningChanging times and increased market volatility have clients wonderingis there a better way?
October 29, 2012
Five Good Questions for 'Behavior Gap' Author Carl RichardsThe CFP shares his thoughts on the difference between what we should do and what we actually do
October 29, 2012
Advising the Primary Breadwinner: Working With WomenAmple research has been done on the differences in financial behavior between men and women, and today, many financial advisors who are incorporating behavioral finance principles in their practices are taking note of these elements.
October 25, 2012
DC Plans Should Adopt DB Strategies for Success: Northern TrustNorthern Trust looked to defined benefit plans for strategies to improve defined contribution plan outcomes in the third installment of its Path Forward series of DC plan research studies.
October 24, 2012
New Retirement Pro Emerges From Altered LandscapeHow do you provide high-level retirement income advice to your clients? Its a single question with multiple answers, and it could be an advisors toughest challenge.