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.
In-Person Interaction Beats Online Education for Financial Wellness
By Danielle AndrusIn-person interactions are much more impactful for clients than online education in achieving financial wellness, according to Liz Davidson, CEO of Financial Finesse.
February 12, 2016
Chronically Ill Clients May Have Lower Health Care Costs in RetirementRetirees with certain health conditions may not need to save as much because their life spans are shorter, an Empower Institute study finds.
February 12, 2016
Back to the Future for 401(k) Plan ParticipantsA 401(k) pioneer says the retirement plan market is progressing by offering fewer options, and more human interaction, to plan participants.
February 11, 2016
Sen. Warren Accuses Annuity Providers of Double Talk on DOL Fiduciary RuleWarren tells OMB that despite insurers' public "doomsday" predictions about the DOL fiduciary rule, investors are told that all is rosy.
February 10, 2016
Is Yellen Prepping for Rate Cut or Saying ‘Nothing Alarmist’?Gary Shilling says Fed Chair Janet Yellen might be "preparing the markets for a rate cut," while Jefferies Thomas Simons called her remarks "nothing alarmist."
February 10, 2016
SaveDay to Launch Robo-401(k) for Small BusinessesA new robo-401(k) that targets small-business owners hit the market in February.
February 09, 2016
Kotlikoff: 5 Tips to Navigate Social Security FilingSocial Security claiming rules are so complicated that even most SSA employees don't understand them, Kotlikoff warns.
February 08, 2016
How to Protect Clients’ 401(k)s in Messy MarketsYou can navigate the current stock selloff to expand your household AUM to include 401(k) plan assets within self-directed brokerage windows, Ric Lager says.