Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
New Guide Helps Consumers Navigate LTC
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniConsumers are paying far greater attention to cost of LTC as a result of the state of the economy
May 19, 2010
NAPFA Makes Big Comeback at National Meeting"NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Financial Advisors, told the assembled multitude as the organization of fee-only planners opened its national meeting in Chicago on Wednesday, May 19.
May 18, 2010
Fixed Annuity Sales Drop 51.9% in Year, IRI/Morningstar/Beacon Report ShowsFixed annuity sales plummeted 51.9% in the first quarter of 2010 compared to a year ago, the IRI said in its first-ever quarterly annuity sales report, released Tuesday, May 18, with data provided by Morningstar Inc. and Beacon Research.
May 18, 2010
Tighter Rules for Foreign Hedge Funds Advance in EuropeBy James Kanter (C) The New York Times 2010 BRUSSELS -- European Union finance ministers approved a draft law on Tuesday, May 18, that would make it...
May 18, 2010
403(b) Plans 'Remarkably' Healthy After Recession, PSCA Survey FindsDespite a potentially crushing recession, the 403(b) retirement plan system appears to be healthier than ever. That's the finding from a survey released last week from the Profit Sharing/401k Council of America (PSCA).
May 17, 2010
Jackson National Life Adds to Robust Insurance Earnings SeasonOn the heels of strong results reported by Principal, Genworth and The Hartford, Jackson National Life Insurance Co. announced Monday, May 17, that it...
May 17, 2010
Fidelity Poll Shows Advisors Shifting from Firm Cuts to Growth in 2010By Joyce Hanson Despite continuing market uncertainty, 86% of brokers and advisors polled at Fidelity Investments' executive forum in April said they are focused on firm...
May 13, 2010
New Faith-Based Funds Aim to Increase Sales in Non-Profit SectorBoomers looking for investments that reflect their beliefs can take advantage of three new fund families offered by The Hartford. The company recently announced it...