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.
Lockheed to Pay $62 Million to End Worker Pension Lawsuit
By Andrew M. HarrisEmployees and retirees say the defense firm charged them unreasonable and excessive fees on retirement plans.
February 20, 2015
The Kids Are Not All Right, Financial Pros WorryTwo recent studies from UBS and Million Dollar Round Table found that millennials are less likely to plan ahead than other generations.
February 18, 2015
Want to Lure Millennials? Forget ‘Retirement Planning’XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
February 18, 2015
US Facing $4 Trillion Retirement Shortfall, EBRI saysFor early baby boomers on the verge of retirement, the savings deficit for married households is $19,304 per individual.
February 18, 2015
Fiduciaries to Pay $39M for Raiding Death Benefit Plans; Outcry Over DOL Rule ContinuesA federal court entered a $39.8 million judgment in favor of workers who participated in more than 400 death benefit plans.
February 18, 2015
A Different Approach to Recruiting: Lincoln Financial NetworkWere not going to go out and just recruit for purposes of recruiting, says Chris Flint, head of Advisor & Acquisition Strategies.
February 17, 2015
5 Fixed Annuity Questions You Should Be AskingThese questions get to the heart of what an annuity can do for your client.
February 13, 2015
Women Need to Talk More About Money: FidelityLess than half of women said they were confident talking about money and investments with a professional, a Fidelity survey found.