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.
Pros and Cons of the Longevity Annuity Contract
By William H. Byrnes, Robert BloinkMany clients, and advisors, remain on the fence as to QLACs role in clients retirement plans.
July 17, 2015
U.S. Investors Prefer Active Management to Navigate Volatility: MFSNearly three-quarters of U.S. professional investors look to active managers for capital protection.
July 16, 2015
Sticker Shock: 71% of Parents Say College Is Too CostlyCollege is absolutely necessary but at the same time unaffordable, says Brian Schwartz, an HSBC financial advisor.
July 16, 2015
Affluent Investors Prefer Human Advisors—With a Catch: Wells Fargo SurveyAdvisors "need to look for ways to have technology complement and augment their relationships with clients," says Joseph Nadreu of Wells Fargo.
July 14, 2015
Investors Taking IRA Contributions to the Max: ICI ReportICI finds that nearly half of traditional IRA owners are taking advantage of increased limits on traditional IRA contributions.
July 13, 2015
IRS, Treasury Halt Buyouts of Retirees Getting a PensionThe Pension Rights Center applauds the move, calling the buyouts among the most cynical and dangerous pension abuses weve seen.
July 10, 2015
Want to Work in Retirement? You May Be in for a Surprise"Retired" boomers who want to keep working have unrealistic expectations about pay and flexibility, a Bankers Life survey found.
July 08, 2015
FSI Pushes Investors to Weigh in on DOL Fiduciary With New MicrositeWhile FSI advisor members have been sending thousands of letters, the site will give retail investors "a voice in Washington," says FSI's Brown.