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.
Genworth Offers Advisors ‘Retirement Connections’ for Small-Biz Plan Market
By John SullivanAdvisors can offer business owners a compelling solution to help them attract and retain valuable employees, says Genworth.
September 16, 2013
What I Learned From Investigating a Prospective Client’s AnnuityEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities. Turns out that actuaries are pretty bright people.
September 16, 2013
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins ItThe professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
September 16, 2013
What Nonprofits Want From FundersNonprofits believe foundations could be a lot more helpful in certain critical areas, according to a survey by the Center for Effective Philanthropy.
September 16, 2013
12 Worst Financial Advisors in America: 2013ThinkAdvisor gathered a list of awful advisors from the past year and ranked them, balancing amount stolen with amount of ick factor involved.
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.