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.
Life Settlements—Are They Back?
By Robert Bloink, William H. ByrnesOne question financial advisors should be asking themselves today is whether life settlements have returned to the fold as a viable tool in their clients planning strategies.
August 24, 2012
Pre-Retiree Income Crushed Since Beginning of ‘Recovery’Maybe recovery no longer means what we think. A new report from Sentier Research finds that almost every cohort it studied is worse off now than it was three years ago.
August 24, 2012
12 Best & Worst Broker-Dealers: Q2 EarningsEarnings fell as much as 58%, but also jumped over 600% within the broker-dealer industryAdvisorOne spotlights the six best and six worst.
August 24, 2012
TD Ameritrade Poll Finds Investors Shying Away From RiskAs is often said, the pain of discipline is nothing compared with the pain of regret, something that advisors believe applies to investing.
August 24, 2012
Whose Death Triggers Which Death Benefit in That Annuity?Any advisor who offers advice regarding a deferred annuity must be very sure to understand what that contract says with regard to death benefits.
August 23, 2012
Fidelity Enhances Guidance for Retirement Plan ParticipantsFidelity Investments on Tuesday rolled out Plan for Life, which is intended to broaden the guidance experience for workplace retirement plan participants.
August 21, 2012
The Baby Boomer Bust-Up: Advising ‘Gray Divorcees’Theyve been called the "gray divorcees," and their numbers are growing. Are you ready to serve them well?
August 20, 2012
New Professional Retirement Designation Added by American CollegePractitioners have told us they need more information about retirement income strategies in order to better serve their clients, says American College President and CEO Larry Barton.