Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
IRA Rollovers Rebound
By Kara P. StapletonIt looks as if there's a group of people with a significant amount of money that are in need of your services when it comes...
October 01, 2007
The First Annual ETF Hall of FameWelcome to Research Magazine's first annual ETF Hall of Fame. The three advisors who have won our competition not only use ETFs but are long-time...
October 01, 2007
Lesson 9: Moral HazardOne of the theoretical foundations of modern insurance pricing is a principle called "moral hazard." It lies at the heart of many actuarial models, is...
September 25, 2007
Less is MoreJust as some fashion mavens believe that less is more, so, too, do a growing number of plan sponsors, who in anticipation of new rules...
September 19, 2007
Cutting Across the SilosThe key to building a successful retirement income practice as many clients move from accumulation to distribution is having a view of the strategies that the various financial services "silos" are engaging in, and joining the Retirement Income Industry Association (RIIA) is one of the best ways to do that,...
September 17, 2007
Fidelity Notes Sharp Rise in 529 Plan AssetsFidelity Investments, which manages seven different 529 plans across the country, reported Sept. 17 that more than 100,000 new 529 college savings plan accounts were...
September 14, 2007
Workers/Retirees Hanging Onto HomesAmid a shaky housing market, the majority of Americans (73%) say they plan to hold on to their homes--one of their biggest assets, while 21% of working Americans who are five years from retirement also plan to stay in their homes during their golden years, according to the latest Principal...
September 07, 2007
New Tool for AdvisorsFidelity Investments will be rolling out a Web-based retirement income planning tool during the month of September through its three advisor-servicing units: Fidelity Investments Institutional Services Company (FIIS), National Financial, and Fidelity Registered Investment Advisor Group (FRIAG).