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.
Returns Higher for Managed Account Users: Study
By Danielle AndrusA new white paper posits that investors who arent using a managed account solution arent just struggling to keep up, theyre falling behind.
October 23, 2015
Reverse Mortgages for Retired Clients: Does the Strategy Fit?This tool should only be used in very specific situations giving the advisor a critical role in guiding clients on when and how.
October 21, 2015
Meet the Software Firm That Wants to Power the Next Gen of 401(k)sNew tech tools have become vital to the highly competitive 401(k) recordkeeping market. Here's the story behind one solution provider.
October 21, 2015
13 Countries With Better Retirement Systems Than U.S.Mercer graded 25 countries on their retirement income systems, public and private, with the U.S. near the middle of the ranking, down from last year.
October 20, 2015
Advisors, Consumers Need More Information on Long-Term Care PlanningLong-term care planning is a struggle for advisors and investors, a survey released recently by Lincoln Financial found.
October 20, 2015
DOL to ‘Simplify and Streamline’ Fiduciary Rule: BorziDOL is looking for constructive comments on ways to improve the rule and has found them, Borzi said at ARA conference.
October 20, 2015
How Boomers Can Close the Retirement Income GapLiving to 95 is great if you have $1 million in investable assets plus Social Security benefits. But what if you don't?
October 20, 2015
QLACs Can Simplify the Retirement Income Planning GameQualified longevity annuity contracts (QLACs) can play an important role for middle-market clients in retirement income planning.