Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Massive financial industry layoffs expected - where to go from here
By Staff WriterAfter more than 110,000 have lost their jobs in the financial-services industry, experts are predicting many more to come -- 200,000 before the year is...
October 23, 2008
Rescue fund likely to induce bank takeoversIn determining which banks will receive part of the $250 billion rescue plan, the Treasury announced it will "look very favorably" on healthy institutions making...
October 21, 2008
SEC still taking comments on indexed annuities proposalMembers of the public have until Nov. 17 to weigh in on a proposal to regulate indexed annuities as securities. The U.S. Securities and Exchange...
October 21, 2008
Regulation Takes Center Stage of CrisisAs Congress gears up for a week-long series of hearings on financial regulatory reform--the House Financial Services Committee held a hearing October 21.
October 21, 2008
A generational crashJoe White of the Wall Street Journal thinks boomers have dug themselves into a financial hole. And this is not the time to be digging...
October 20, 2008
Week of October 19 is National Save for Retirement weekThe National Association of Government Defined Contribution Administrators has declared the week of October 19 through October 25 "National Save for Retirement Week." For updates...
October 20, 2008
Clients want more 'green' mutual fundsClients are demanding mutual fund families and financial professionals who offer clean energy and "green technology" investment vehicles to investors. A new survey of the...
October 20, 2008
Time to Change Partners?Change. Clearly, it's the one thing which remains constant. When I started this journey over a year ago, the decision I had was to align...