Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Internet deemed primary destination for investment information
By Staff WriterThe Internet prevails as the primary investment information source for both advisors and investors. Survey results released today by Forbes.com and business communications firm FD...
January 22, 2009
DOL/IRS Craft Auto Enroll Manual for Small BusinessesThe U.S. Department of Labor (DOL) and the Internal Revenue Service (IRS) have released a new publication to help small employers better understand automatic enrollment for 401(k) plans offered to their employees.
January 22, 2009
File under obvious - Hedge funds 'fail to deliver'"In 2008, hedge fund managers generally failed to deliver," Morningstar Hedge Fund Analyst Nadia Papagiannis said yesterday in a press statement. "The average hedge fund...
January 22, 2009
Target Date Funds Need WorkThe collapse of the financial markets has sounded a strong wake-up call for target date funds.
January 21, 2009
A boom in financial self-help booksNot what most advisors want to hear, but apparently Suze Orman is doing just fine. The Wall Street Journal reports on one sector of the...
January 21, 2009
"Saving" once again in focusLittle surprise given current events, but saving money (thankfully) is back in the American spotlight after years of posting negative numbers. The number one New...
January 21, 2009
Trust (services) key to RIA successThe argument for registered investment advisors to offer trust services to their clients is compelling. According to a new white paper from Charles Schwab Institutional,...
January 19, 2009
Finalized rule allows employees more access to retirement adviceThe U.S. Department of Labor finalized a rule Friday that will allow employees in 401(k) type plans and individual retirement accounts (IRAs) more accessibility to...