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.
Rydex|SGI Advisor Confidence Falls to 16-Month Low; Consumer Confidence Improves
By Joyce HansonFour confidence indexes, including the Rydex|SGI AdvisorBenchmarking survey and the Conference Board index, signal a bumpy ride for the U.S. economy.
August 27, 2010
Using Managed Futures in Rough Markets - Part IA little-known portfolio tool can help advisors reduce risk for their clients in severe market slides, financial experts say.
August 26, 2010
Three Studies Worth a Quick ReadPortfolio rebalancing, dollar cost averaging, and the need for a broader approach to income investing are the focus of recent analyses done by Vanguard,...
August 26, 2010
Study Finds Five 'Types' of BoomersA recent study by Allianz Life Insurance Co. of over 3,000 adults between ages 44 and 75 identified five personality types of retiring boomers. It...
August 26, 2010
IRI: Variable Annuity Sales at 'Record High'Variable annuity sales posted record highs in the second quarter of 2010, the Insured Retirement Institute reports. A LIMRA report earlier this month also showed...
August 26, 2010
First MLP ETF Launched by AlerianAlerian, a Dallas-based research group, launched the Alerian MLP ETF (AMLP) on Wednesday.
August 26, 2010
Obama's Field of DreamsFile this one under stimulus breaking news. "What was marketed as a jobs bill masks an under-the-radar push for Obama's agenda, some say." Really? That's...
August 26, 2010
First MLP ETF Starts TradingNew exchange-traded fund Tracks the Alerian Master Limited Partnership Infrastructure Index which includes midstream-energy firms.