Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Study Finds Income Gender Gap Among Advisors
By Danielle AndrusA recent report from the American College found that while income increases for both financial advisors throughout their careers, it increases at a lower rate...
June 23, 2010
Merrill-Capgemini World Wealth Report Shows High Net Worth Individuals Recouping 2008 LossesThe world's richest people regained their wealth in 2009, nearly recouping all 2008 losses, Merrill Lynch and Capgemini said in a World Wealth Report released June 22.
June 23, 2010
Securities America Adding Retirement-Income Training for Advisors - Part IIA deeper look at how Securities America is offering its 1,900 financial advisors time-segmented and guaranteed-income strategies.
June 22, 2010
Merrill, Fidelity, Vanguard Rank Tops in Cogent 401(k) Loyalty Survey of Plan ProvidersA Cogent survey of 401(k) sponsors ranks BofA Merrill with the highest loyalty rating in the micro market of $5 million or less. Fidelity rates highest among $5 million to $20 million plans, and Vanguard rates highest with mid-size plans over $20 million.
June 22, 2010
Securities America to Boost Web-Based Coaching on Retirement (Part 1)Eight hours of web-cast coaching should help Securities America's 1,900 independent advisors put five to 10 clients on the road to comfortable retirement income.
June 18, 2010
House and Senate Clash Over 401(k) Fee DisclosureThe Senate Finance Committee has removed a requirement that all 401(k) fees be disclosed to workers and employers from jobs legislation it is considering, putting the Senate at loggerheads with the House of Representatives.
June 18, 2010
Country Financial Index: Confidence Level in Overall Financial Security Holds SteadyAmericans' level of confidence in their overall financial security held steady in June, as the Country Financial Security Index ticked down just one-tenth of a point.
June 18, 2010
LIMRA Study: African Americans Value Life Insurance Protection More Than General PopulationBlacks twice as likely as other groups to consider purchasing life insurance for themselves or for someone else.