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.
Dividend-Paying Stocks May Be Riskier Than Many Think
By Bernice Napach"Some of the highest dividend-paying stocks tend to be some of the riskiest, says Jim Cahn, CIO of Wealth Enhancement Advisory Services.
May 12, 2015
Sen. Hatch: SAFE Retirement Act Will Be ReintroducedSenate Finance Chairman Orrin Hatch, R-Utah, plans to resubmit legislation to stop DOL from writing fiduciary rules for IRAs.
May 12, 2015
30 Best Paying College Majors: 2015The rankings are based on data collected by PayScale.com from 1,000 universities and 207 different bachelors degrees.
May 12, 2015
Advisor Helps Divorcing Women, Extends Franchise NationwideCandace Bahr has helped more than 10,000 women over the years through divorce workshops, while building a female-oriented niche business with $114 million in AUM.
May 11, 2015
Deena Katz: Process Over Product — The 2015 IA 35 for 35"In the early days, we charged for transactions and gave away advice," recalls Katz. "Today, we do just the opposite."
May 10, 2015
Sheryl Garrett: Making Fiduciary Advice Accessible—The 2015 IA 35 for 35The pioneer of pay-by-the-hour financial advice, who started her practice on April Fools Day in 1998, is glad she ignored the naysayers.
May 08, 2015
Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35When Harold Evensky started in the financial planning business he was doing yellow pad planning, literally using a yellow pad of paper and a pen to map out clients financial plans, he told Investment Advisor in April.
May 08, 2015
Lawmakers Ask DOL’s Perez to Extend Fiduciary Comment PeriodLawmakers asked Perez to extend by another 45 days the comment period on DOL's fiduciary redraft, but fiduciary advocates disagree.