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.
Indexed Universal Life Insurance: Sales Up, as Is Regulatory Scrutiny
By William H. Byrnes, Robert BloinkClient interest in using indexed universal life as a retirement income source is stronger than ever, heightened regulatory scrutiny is similarly on the rise.
December 03, 2014
Banks Primed to ‘Collapse Like a House of Cards,’ Banking Expert WarnsStanford professor Anat Admati warns that the financial system is primed to experience another collapse, with little likelihood of averting the danger.
December 02, 2014
Fidelity Partners With Robo-Advisor LearnVestDeal will give Fidelity IWS, National Financial advisors preferred pricing and educational tools to reach emerging and mass affluent clients.
December 02, 2014
GOP Blasts User Fees Plan, Tells SEC to Boost Exams NowReps. Hensarling and Garrett give SEC Chairwoman White a Dec. 5 deadline to detail how agency will reallocate resources.
December 02, 2014
For Investors, Guaranteed Retirement Money Trumps GrowthConcern over retirement income far outweighs investors interest in portfolio growth.
December 01, 2014
6 Facts About Self-Directed IRAs and Their Custodians: NASAAFraud promoters can misrepresent the responsibilities of self-directed IRA custodians to deceive investors, says NASAA's Beatty.
December 01, 2014
Boomer Demand for Annuities to Stay High Despite Low RatesThree-quarters of advisors say most clients want guaranteed retirement income, IRI report shows.
November 25, 2014
Pension Administrators Report Strong Confidence, Returns in Public PensionsNCPERS survey finds public pension administrators feel pretty good about their plans.