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.
8 Moves Investors Should Make in 2012: Brinton Eaton
By Marlene Y. SatterBrinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with keeping the faith in equities and keeping a tight rein on emotions.
December 02, 2011
Are Your Clients Saving Too Much for Retirement?Its an olde but goode; part of a perpetual debate. What is the appropriate replacement rate to target when saving for retirement?
December 01, 2011
Spectrem Identifies Rollover OpportunitiesThe amount of assets available for rollover increased 23% between 2007 and 2011, despite the financial crisis in 2008, a report by Spectrem Group found.
November 30, 2011
Pension Act Dramatically Increases Retirement Plan Participation: Fidelity AnalysisIn the five years since the Pension Protection Act was passed, the use of automatic enrollment in retirement plans has increased from 16% of participants to over 50%, Fidelity found in an analysis of the firms retirement plans.
November 30, 2011
Following a Trend, John Hancock Retreating From Annuity BusinessFirm will discontinue a number of VAs, market-value-adjusted annuities and an immediate annuity, blaming 'volatile equity markets' and low interest rate environment. Kerry Pechter sees move as continuing a trend.
November 29, 2011
How to Market VAs? Zvi Bodie Finds One Good Way: News AnalysisSecurian Financial steps up to the plate with a video explaining variable annuities that aims to appeal to consumers while avoiding legal compliance snags. A top finance professor and leading financial services marketer evaluate how well they performed this difficult challenge.
November 28, 2011
Retirement ResetIf youve been an advisor for any length of time, youve heard Ken Dychtwald speak.
November 28, 2011
Gen Y, Boomers Share Similar Asset Allocations, Investment Styles: FidelityGen Y workers in higher education retirement plans tend to be as conservative as their older counterparts a Fidelity survey released Monday found.