Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The New Retirement Advisor
By Staff WriterIn the best of times, helping clients make the successful transition to retirement can be a complex and demanding challenge for advisors. The financial and...
January 01, 2009
Fixing Fiduciary FailingsThe Retirement Advisor Profile The advisor: Blaine Aiken The firm: fi360 The Web site: www.fi360.com The approach: Promoting the fiduciary standard worldwide, and educating companies and individuals as to...
January 01, 2009
10 Tips to Winning in Tough TimesClients have never been more jaded, or advisors more fatigued. And no wonder. As advisor coach Matt Oechsli, who heads the Oechsli Institute in Greensboro,...
January 01, 2009
How to Rebuild Retirement IncomeThe bear market has roiled many retirees' or soon-to-be-retirees' income projections, creating the dilemma of how to recover from those losses. Jerry Golden, president of...
January 01, 2009
New Tool Examines Target-Date FundsAccording to the Investment Company Institute, lifecycle funds or target-date funds (TDFs) have continued to grow. The funds managed $185 billion at the end of...
January 01, 2009
Passing It AlongDespite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink...
January 01, 2009
Five Questions for the Retirement AdvisorWhat retirement issue has hit you or your clients out of left field, and how did you resolve it? The biggest issue has been systematic withdrawals...
December 25, 2008
Is a bubble forming around generics?Brian Laegeler of Morningstar is predicting a boom in generic drugs once Obama is settled in the White House. The president-elect's plans to increase insurance...