Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
Women Invest Like Men but With a Key Difference, Study Finds
By Bernice NapachCapital Groups survey of women shows confidence in their investment decisions but not necessarily the power to execute.
October 17, 2017
Workers Favor Stock Market for Retirement Savings: Wells FargoA majority of workers feel confident about retirement, but many face lower living standards, Wells Fargo reports.
October 17, 2017
‘Stan the Annuity Man’ Is Livid About Fixed Indexed AnnuitiesStan Haithcock tells ThinkAdvisor why the industry is outraged at him and why fee-based indexed annuities are the biggest joke of all time.
October 17, 2017
Complaints by Student Loan Borrowers Yield Millions in Relief: CFPBThe CFPB's annual report extols the benefits of consumer complaints, which ultimately affect policy.
October 16, 2017
New HUD Reverse Mortgage Rules Change the Game for BorrowersHUD recently implemented new rules that may make a reverse mortgage line of credit substantially less attractive to many seniors.
October 16, 2017
Fee-Based Annuities and the Fiduciary Rule: One Size Doesn’t Fit AllFee-based annuities are the product for advisors who wish to continue to sell variable and fixed indexed annuity products under the rule.
October 16, 2017
TD Ameritrade Is Nearly Tripling Its Commission-Free ETF OfferingsThe expanded platform includes products from eight ETF providers, such as iShares and State Street.
October 13, 2017
Why Mutual Funds Are the Most Popular Investment for US Households: ICIThe mutual fund industry trade group reports that almost half of all U.S. households own mutual funds.