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.
When Life Insurance Isn’t a Lifetime Investment
By Robert Bloink, William H. ByrnesWhen a client needs to part with a permanent type of life insurance policy like whole life, be sure to carefully evaluate the tax consequences.
May 30, 2017
13 Best & Worst Broker-Dealers: Q1 Earnings, 2017The first three months of the year have seen strong markets and corporate earnings that beat analysts' estimates.
May 30, 2017
Putnam Investments to Launch 3 Alternative Strategies: Portfolio ProductsAlso, Allianz Life introduced two new index variable annuity products.
May 30, 2017
Americans Confused About Medicare PlanningMore than half of Americans over 45 haven't done any research on Medicare planning, a survey says.
May 26, 2017
DOL Looking for Reason to Delay Full Fiduciary Compliance Date: LawyerThe department says it will issue a Request for Information; the findings could give it cover to delay past Jan. 1, lawyer Erin Sweeney says.
May 26, 2017
DOL Fiduciary Deadline Is Coming. Here’s a Compliance ChecklistCompliance firms and attorneys are busy giving advisors, BDs and plan sponsors a to-do list as the June 9 compliance date nears.
May 25, 2017
Advisors Should Consider Alternatives to Publicly Traded REITsGiven REITs limitations, consider a wider array of options for clients who have the ability and willingness to invest in less-liquid real estate alternatives.
May 25, 2017
Could Stocks Save Social Security?The Center for Retirement Research explores the potential of adding equities to the bonds held by the Social Security trust fund to boost yield.