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.
4 Misconceptions About Financial Advice From a Veteran Advisor
By Gil WeinreichPaula Hogan has read the theoretical literature, and shes contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.
July 26, 2012
12 Worst Financial Advisors in America: 2012AdvisorOne found BrokerCop.coms list and ranked each Advisor Horribilis from the past year in reverse order of horribleness, balancing amount of money stolen with amount of ick factor involved.
July 25, 2012
Allianz: One-Third of ‘Transition Boomers’ Unsure About Retirement IncomeThe survey also found that one-quarter appear to be uninformed about the effects of inflation.
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.