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.
MetLife Fills Reverse Mortgage Void to Hedge Against Insurance Industry Contraction
By John SullivanMetLife is taking full advantage of the recent decisions by Wells Fargo and Bank of America to leave the reverse mortgage market. But industry watchers are wondering why.
June 20, 2011
Big Gender Gap in Financial Knowledge, ConfidenceWomen still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released June 15 by Financial Finesse.
June 20, 2011
AARP's Big Reversal: Social Security Cuts OKAARP, the powerful lobbying group for older Americans, is dropping its longstanding opposition to cutting Social Security, a move that could rock Washington's debate over how to revamp the nation's entitlement programs.
June 17, 2011
IRI Publishes Redesigned Edition of Retirement Fact BookFor the first time, the 10th edition of the IRI Fact Book addresses practice management and consumer research about retirement planning.
June 13, 2011
Training Key to More Advisor Use of Variable Annuities: IRI-Cerulli SurveyIRI CEO Cathy Weatherford says research shows that Boomers are most concerned about having sufficient income throughout their retirement.
June 13, 2011
Boomer Retirement Income Smackdown: Bond Ladders vs. AnnuitiesAs the first wave of boomers starts to retire in 2011, retirement income is a hot-button issue. So which is better: immediate annuities or bond ladders?
June 09, 2011
Bill to Privatize Social Security Pushed by GOPNRCC Chairman Rep. Pete Sessions, R-Texas, is leading a group of GOP lawmakers to privatize Social Security.
June 08, 2011
Russell LifePoints Passes $1 Billion in AUMRussell Investments LifePoints target date funds saw 44% percent growth, a trend seen elsewhere in the industry.