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.
Gender Gap Exposed in Millionaires’ Financial Decision Making
By Michael S. FischerFidelity study says advisors are well advised to focus on both spouses to protect client relationships.
November 29, 2012
10 Best & Worst State Pension SystemsAdvisorOne focuses on the five best and five worst states Morningstar studied regarding their pensions' health.
November 29, 2012
Jefferson National Adds Alternative Investments to Help ‘Fiscal Cliff’ AnxietyMore than 68% of advisors have increased their use of alternative investments.
November 29, 2012
Networking, Not Cold Calling, Wins Plan Sponsor Business: Franklin TempletonStudy of DC market, Insights on Closing the Sale, identifies best practices for lead generation, prospect management and finals activity.
November 29, 2012
Fidelity: Majority of Retirees Have Not Taken RMDs for 2012Its understandable why too many individuals of retirement age forget, delay or simply refuse to take their required minimum distributions.
November 27, 2012
Tax Reform ‘Threat’ Will Hurt 401(k)s, ASPPA WarnsIt doesnt have quite the emotional resonance of Save the Whales, but its endangered nonetheless.
November 26, 2012
Planning for Disaster: Using Behavioral Finance to Shape StrategyIn the aftermath of Hurricane Sandys destruction, financial advisors across the country may be experiencing a sudden rush of clients eager to revisit their financial plans and make sure they are in the best possible shape.
November 21, 2012
Three Steps to Starting a Retirement-Plan Advice PracticeEach of the three classic prospecting steps I followed can be replicated by any other advisor.