Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
At NAPFA Conference, Tom Bradley Tells Advisors to Put Client First
By Bob KeaneTom Bradley had several pieces of advice for the assembled fee-only financial advisors in his keynote address to NAPFA's national conference, but the most important is also the most obvious--always put the client first.
May 19, 2010
403(b)s Embracing 401(k) Standards: IA Retirement Plan Advisor for May 2010Greater number of 403(b) plans adhering to fiduciary requirements
May 19, 2010
Exclusive: Former Treasury Secretary Paul O'Neill on Dodd Reform BillFormer Secretary of the U.S. Treasury Paul O'Neill, in New York for a busy week of meetings, sat down with Wealth Manager Editor in Chief...
May 19, 2010
Cambridge Survey: Wealthy Families Report What's on Their MindsHigh-net-worth individuals and families share many portfolio concerns with not-for-profit organizations, but differences between the two groups exist as well, according to a Cambridge Associates survey released Monday, May 17.
May 19, 2010
New Guide Helps Consumers Navigate LTCConsumers are paying far greater attention to cost of LTC as a result of the state of the economy
May 19, 2010
Dodd Bill Cloture Vote Fails in Senate; Democrats Will Try Again ThursdayThe cloture vote failed in the Senate on Wednesday, May 19, as Democrats did not garner enough votes to finish debate on Senator Christopher...
May 19, 2010
Fed favors 5-year payoff of $1.2 trillion in mortgage-backed assetsBy Joyce Hanson With raised 2010 estimates for U.S. growth and diminishing concern about unemployment and inflation, a majority of Federal Reserve policymakers are in no...
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.