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.
Big Jump in 401(k) Investors Seeking Diversification
By Janet LevauxOne-third of 401(k) plan participants invested their entire account balance in a professionally managed asset allocation and investment option in 2011, up from less than one-tenth in 2005, according to Vanguard.
July 25, 2012
CFPB Rolls Out Financial Aid Shopping Sheet as Student Debt Tops $1 TrillionAs outstanding student loan debt has surpassed the debt consumers hold in credit cards and car loans, the CFPB has just completed a form colleges can use to break down costs and payment options.
July 24, 2012
Transitioning the Family Business for RetirementBecause these transitions are complex, involving many different experts, financial planners need to know when to take the lead.
July 24, 2012
Achaean Taps Benartzi to Bring Behavioral Finance Insights to Retirement Income SoftwareAchaean Financial has found a way to help advisors convert existing VA policies that are frustrating advisors, investors and insurance companies alike.
July 23, 2012
Biggest Group of Losers in Dividend Tax Hike? The Middle Class: ReportA plan to raise the dividend tax rate will have negative consequences for the middle class, according to a new study from Ernst & Young.
July 20, 2012
Genworth Wealth Adds 4 Strategists, 8 StrategiesI call it the happy meal, says Genworth Wealth Management President and CEO Gurinder Ahluwalia of the firm's simplified menu of portfolio strategies for indie advisors.
July 20, 2012
TDF Trends: Falling Fees, Blossoming Asset DiversityBrightScope and Target Date Analytics recently released their newest study in the Popping the Hood series, providing a detailed analysis of TDFs and fund families.
July 19, 2012
S&P Launches TDF Style Index SeriesS&P Dow Jones Indices launched on Thursday an index series to help defined contribution plan sponsors screen and monitor target-date funds.