Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Mutual fund assets decline through January
By Staff WriterPosting more than $2 trillion less in January this year than the same month in 2008, total net assets for mutual funds continued their decline,...
March 02, 2009
RIA clients keeping their money in investmentsA majority of registered independent advisors (RIAs) say their clients are not cashing out their investments. Meanwhile, almost half of RIAs (41 percent) say they...
March 01, 2009
Complex and Customized, but Also DisconnectedSince retirement planning is now "more complex and more customized," says Dennis Gallant, the former Cerulli analyst and now president of his own research firm,...
March 01, 2009
Advisor, Know ThyselfOlivia Mellan, the veteran IA columnist, psychotherapist, and money coach, suggests that in helping clients plan their retirement, it's essential not only to determine clients'...
March 01, 2009
Road Maps for the Third AgeConsider maintaining a library of Third Age literature and inspiring magazine articles to lend your clients as recommended reading between visits. These five books would be...
March 01, 2009
Searching for SecurityAs affluent retirees' worries about their financial well-being continue to mount due to the market and economic swoon, sales of immediate annuities are seeing a...
March 01, 2009
Retirement Behind the Numbers: More Americans Plan on "Unretirement""The Unretirement Index, after polling American workers in August 2008, polled them again in December," said David Jacobson, associate director with Sun Life Financial. "As...
March 01, 2009
Ironically, Maybe the Best of TimesIn an era when most advisory firms are suffering revenue drops of 20% or more over the prior year, you might think this would be...