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.
Impaired risk underwriting and the immediate annuity market
By Gary MettlerTen years ago, seven carriers were active in the SPIA impaired risk market. Now, only one major participant remains. What happened?
August 03, 2015
Funding a Cure for Childhood DiseasesIn June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
July 31, 2015
Analysts Are Victims of Behavioral Biases, TooLike anyone else, analysts behave in a manner inconsistent with the workings of a completely efficient market, says John Riddle of BRC Investment Management.
July 28, 2015
Top 10 Worst-Funded State Pensions: 2015Pew data shows which states public workers are in the worst shape for retirement.
July 28, 2015
Lawmakers Ask DOL to Start Over on Fiduciary RuleWe feel it is in the interest of our constituents that the DOL repropose this fiduciary regulation, lawmakers tell Labors Thomas Perez.
July 28, 2015
Financial Anxiety Hurting Servicemembers’ HealthFirst Command Financial Services finds 71% of middle-class military families have suffered a health issue in the last year commonly related to financial anxiety.
July 24, 2015
House GOP Tells DOL to Scrap Fiduciary PlanLawmakers from the House committee with jurisdiction over DOL accused it of having an insatiable desire to re-engineer the retirement services industry.
July 23, 2015
Social Security Is Here to Stay, and Advisors Are Studying UpWhatever Social Security looks like in the long term, it's not going away, and advisors are streaming into The American College's RICP program.