Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Study Finds Five 'Types' of Boomers
By Danielle AndrusA recent study by Allianz Life Insurance Co. of over 3,000 adults between ages 44 and 75 identified five personality types of retiring boomers. It...
August 26, 2010
Obama's Field of DreamsFile this one under stimulus breaking news. "What was marketed as a jobs bill masks an under-the-radar push for Obama's agenda, some say." Really? That's...
August 26, 2010
First MLP ETF Starts TradingNew exchange-traded fund Tracks the Alerian Master Limited Partnership Infrastructure Index which includes midstream-energy firms.
August 26, 2010
Nine Ways to Save Social SecurityAugust marks the 75th birthday for the New Deal stalwart, but is it a happy one?
August 26, 2010
Harris Rolls Out a Donor-Advised Fund With National Philanthropic TrustHarris has launched the Harris Charitable Fund Program under the sponsorship and management of National Philanthropic Trust, a national public charity and major donor-advised fund provider, the two organizations announced Tuesday.
August 25, 2010
Apple's iPad Wins Favor With Advisors, Says FiServ-AdviceAmerica 'Tech Geek'Companies such as Fiserv, Pershing, Thomson Reuters, and Morningstar all offer advisors entry into the digital world of database management. The latest in popular gadgetry? Apple's iPad.
August 24, 2010
John Hancock Enhances Lifecycle Fund OfferingsJohn Hancock Retirement Plan Services announced Tuesday that they will offer two suites of lifecycle funds designed to meet individuals' varied retirement needs.
August 23, 2010
Bond Fund Inflows Approach Record Winning StreakAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.