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.
Retirement Plans Take Second Look at a Cheaper Alternative to Mutual Funds
By Danielle AndrusCollective investment trusts, cheaper than mutual funds, are getting another look from plan sponsors thanks to changes that make them more user-friendly, PEI reports.
June 01, 2016
Global Retirement Preparedness Slowing, Study ShowsInvestors in some areas have increased savings while others reported a decreasing sense of personal responsibility for saving, according to a report by Aegon.
May 31, 2016
Top Portfolio Products: FPA Launches Reengineered PlannerSearch PlatformFPA has made it easier for consumers to find financial planners. See how the organization redesigned its PlannerSearch website.
May 31, 2016
Market Timing Costs Investors Big: DalbarBehavioral missteps and fees caused the average stock investor to underperform the S&P 500 by more than 3 percentage points in 2015, Dalbar found.
May 27, 2016
Pension Plan De-Risking Is On the Rise: SurveyLonger life expectancies and higher insurance premiums are driving pension costs sky-high.
May 26, 2016
17 Unexpected Expenses in RetirementHelp clients learn about these potentially unforeseen retirement costs, which can cause both major and minor financial fallout.
May 25, 2016
Would You Rob Your Retirement to Pay for Your Startup?Rollovers-as-business-startups (ROBS) transactions are an unusual, and risky, way for investors to fund their own venture. Are they worth it?
May 25, 2016
Summer Planning for Stress-Free FunSummer is a season of recreational fun and personal relaxation. Unfortunately, summer is also the riskiest season of the year.