Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
DOL Floats Advice Proposals
By Melanie WaddellThe Department of Labor (DOL) recently announced two proposed rules under the Pension Protection Act (PPA) designed to make investment advice more accessible for millions...
October 01, 2008
Annuities for WomenWomen should put 40% to 80% of retirement assets into lifetime income annuities, according to Lifetime Income for Women: A Financial Economist's Perspective, a paper...
October 01, 2008
2008 ETF Advisor Hall of Fame: Pioneers in Portfolio ManagementWelcome to Research magazine's second annual ETF Hall of Fame. This year, we honor two sole practitioners and a team of three. All the advisors...
September 29, 2008
HR execs show little concern over boomer exodusSo what? That's the sentiment more than 2,500 senior HR and training executives are showing about the loss of talent due to boomer retirement. Novations Group,...
September 26, 2008
A generation of giving backFour in five boomers say "I have been very fortunate in my life," a new Focalyst study is reporting. In fact, in 2006 boomers made...
September 25, 2008
Ahead of the packKarin Anderson outlines a few funds that kept their hands out of the financials cookie jar in a handy article for Morningstar. She highlights the Pioneer...
September 25, 2008
Homes sales, inventory decliningCause for hope, perhaps? The Wall Street Journal reports the backlog of unsold homes is shrinking, even as sales of previously owned homes declined in...
September 25, 2008
Credit Crunch Likely to Boost Popularity of 401(k) Debit CardsA decade ago, when Americans took part in investor knowledge surveys, most people did not even know what stocks or bonds were, recalls Barbara Roper, director of investor protection at the Washington, D.C.-based Consumer Federation of America. But the one thing that just about everyone knew for sure, she says,...