Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Putnam Cuts Expense Ratios Up to 54% for Absolute Return Funds
By Joyce HansonThe total expense ratios across Putnam Investments' four Absolute Return Funds have been reduced by as much as 54%, the firm and the Putnam Funds' board of trustees said.
November 12, 2010
Top 5 Most Read Stories: LTC Tax Changes; PIMCO's Gross on Bond MarketThese are AdvisorOne's Top 5 Most Read Stories for the week of Nov. 8.
November 12, 2010
On Retirement Income, Macchia Says, Build a Floor, Then 'Expose to the Upside'David Macchia reports that the systematic withdrawal approach to retirement income has fallen out of favor with advisors.
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.