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.
‘Dude, Where’s My Drone?’ and Other Potential Threats to Trump Rally
By Daniel KernThe Trump rally in equities has been fueled by investors who want to believe, but in 2017 they may need to curb their enthusiasm. Then there are events in the South China Sea to watch.
December 21, 2016
FINRA’s 12 Fines of Christmas: Wells Fargo, LPL Flub Security of RecordsThe companies were fined a total of $14.4 million, as some firms failed to keep millions of records in the proper electronic format.
December 20, 2016
9 Ways to Save on Taxes in RetirementNo matter how much your clients have saved for retirement, a tax break will help them stretch every retirement dollar.
December 19, 2016
If Trump Wants to Kill DOL Rule, He’d Better Act SoonFor stakeholders against the DOL fiduciary rule who are hoping the Trump administration will intervene, time is running out.
December 19, 2016
The Roth Annuity: A Bright Star in Annuity InvestingAdding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
December 19, 2016
Ex-Prosecutor Emerges as Top Trump Pick for SEC ChiefLike Mary Jo White, departing in January, Debra Wong Yang was a federal prosecutor, but Yang has no securities experience.
December 19, 2016
Natixis Plans First Target-Date Suite Focused on ESG: Top Portfolio ProductsIn other product news, Hartford Funds reduces fees on four of its strategic beta ETFs.
December 16, 2016
CEOs’ Retirement Stashes Seen Flourishing Under Trump Tax CutsCEOs are poised to collect an additional retirement windfall if President-elect Donald Trump succeeds in cutting the taxes of the highest U.S. earners.