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.
Revenge of the Variable Annuity
By Michael FinkeVAs, a much-derided investment product, may be central to the future of retirement.
August 21, 2014
Global Dividends Up 12% on US, Developed Market StrengthDividends increased almost 12% in the second quarter, according to a report released Monday by Henderson Global Investors.
August 20, 2014
Parents Agree Kids Should Help Pay for College: FidelityParents plan to cover 64% of their childrens college costs, Fidelitys eighth annual College Savings Indicator Study found.
August 20, 2014
Advisors Sharply Increase Use of Options for Clients: OICResponding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
August 20, 2014
DOL Seeks Feedback on Brokerage Windows in 401(k)sThe range of investments available in the "window" and how much disclosure workers get about them are some of the questions DOL wants answered.
August 19, 2014
7 Ways to Boost Pension Systems: EYAmong the recommendations: appointing a "chief simplicity officer" for pension plans to make them more understandable to consumers.
August 19, 2014
More Investors Get Help With Oil Change Than 401(k) Advice: SchwabInvestors are also more likely to have someone help them landscape or help with their taxes than get help making their 401(k) investment choices.
August 19, 2014
Don’t Take Retirement Advice From the Social Security AdministrationIts not that SSA employees wont give advice on how and when to claim benefits; its that they cant. So make sure you step up.