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.
BofA, Big Foot and Black Helicopters
By John SullivanI'm not one for conspiracy theories. Despite Oliver Stone's magic bullet, Oswald did in fact kill Kennedy.
October 01, 2010
Retirement News and ProductsAs Congress gears up to start its fall session, Putnam Investments is wasting little time in pressing lawmakers to pass auto-IRA legislation. Two bills that...
October 01, 2010
Annuities: A Better Answer Than Social SecurityAnnuities don't exist in a vacuum, yet critics voice concerns as if annuities are compared to utopia, something akin to high returns, no risks and...
October 01, 2010
What Trading Volume Says About ETFsBy now, advisors and even most investors understand the way exchange-traded funds (ETFs) operate. One issue, however, that seems to be a cause of confusion...
October 01, 2010
Manning & Napier’s Cunningham on Target Date Funds: The Weekend InterviewManning & Napier CEO Patrick Cunnigham thinks it inevitable that there will be greater transparency about target-date funds' glide paths. He also thinks "government should not get into the business of telling people what their glide paths should be."
September 23, 2010
Hartford to Reduce Fixed-Income FeesThe Hartford Mutual Funds announced Sept. 22 that fees on six fixed-income funds would be permanently reduced. The funds affected by the fee reduction are The...
September 23, 2010
Obama's Heart to HartI'm not a Christine O'Donnell fan. I remember watching Politically Incorrect with Bill Maher in the late 1990s and thinking, "She's crazy." Not that a...
September 23, 2010
The Rollover Opportunity Remains: IA Retirement Plan Advisor for September 2010Spectrem study shows advisors, plan providers still not grabbing retirement assets in play