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.
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins It
By Gil WeinreichThe professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
September 13, 2013
Warnings of Market Crash Similar to ’87 Abound as Main Street Pain WorsensThe summer's market highs and metrics look eerily similar to the highs before the 1987 crash, as the labor force keeps shrinking and hunger rises.
September 12, 2013
The Retirement Time Bomb No One’s Talking About ... YetPension consultant Ron Surz warns that masses of retirement portfolios are due to blow up, just like they did in 2008, because of inappropriate risk levels in target-date funds.
September 11, 2013
The benefits to clients from the deferred income annuity sales boomDIAs now often offer features that make them much more flexible than the traditional annuity product.
September 11, 2013
The benefits to clients from the deferred income annuity sales boomDIAs now often offer features that make them much more flexible than the traditional annuity product.
September 10, 2013
Is Education Bad for Younger Workers?Higher levels of education attained by older workers are keeping them in the workforce longer, crowding out younger workers looking for jobs.
September 10, 2013
4 Things Advisors Should Never Say to ClientsWriter Emily Guy Birken, the daughter of a CFP, considers four red flags her father warned her about.
September 10, 2013
DOL Fiduciary Plan Hits Delay, Borzi SaysThe revamped proposal will include IRAs, DOL assistant secretary Phyllis Borzi confirmed at the FSI advisor summit.