Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
BondDesk’s Shayne: EU Troubles With Ireland May Mean Lower Yields in U.S.
By Marlene Y. SatterBetween Ireland and Greece, the EU has its hands full trying to stave off potential disaster for the euro and the union, but BondDesk's Chris Shayne says it's too early to tell how it'll influence U.S. Treasuries.
November 12, 2010
Recalling 'Pension Destruction Act,' and Introducing Obama Retirement BondBe aware of new scrutiny from the Department of Labor and the IRS, and get up to speed on a new retirement income vehicle gaining traction in the Obama Administration
November 10, 2010
As Retirement Income Symposium Ends, Speech on Benchmarking Gets Advisors BuzzingAuthor and advisor Charlie Farrell calls for benchmarks for retirement income management.
November 10, 2010
At Retirement Income Symposium, T. Rowe Price Defends Target-Date FundsPortfolio manager Wyatt Lee makes a spirited defense of target-date funds to a skeptical audience.
November 10, 2010
Putnam Panel Touts Absolute Return as Answer to UncertaintyA line-up of absolute-return fund experts spoke Tuesday before a group of more than 100 advisors from large and small asset management firms to persuade them that now is a good time to invest in the relatively new and risk-focused asset class.
November 09, 2010
At Retirement Income Symposium, Matsko Explains the ‘EASE’ of Retirement Income PlanningBriggs Matsko, CFP, presented an overview of the process he uses to engage clients in the retirement income question.
November 09, 2010
At Retirement Income Symposium, How Your Peers Deliver Income to ClientsTwo practitioners and an executive driving a broker-dealer's comprehensive retirement planning platform took the stage at the 3d annual Retirement Income Symposium in Chicago on Monday afternoon, sharing with their peers their disparate yet similar approaches to how they produce income for clients in retirement.
November 08, 2010
At Retirement Income Symposium, Henkel’s Shopping ListMichael Henkel likes to say that "Retirement is the most difficult investment decision an advisor will ever make"; and in his keynote speech at the Retirement Income Symposium in Chicago on Monday,he laid out the scope of the challenge and the opportunity for advisors.