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.
Putnam Hires Dr. Harlow, Bolstering Commitment to Retirement Business
By Michael S. FischerPutnam Investments has named Dr. W. Van Harlow director for investment retirement solutions, the firm announced Wednesday, July 28.
July 29, 2010
Genworth Swings to a Profit, Disappoints AnalystsOperating earnings were $0.24 per share; Wall Street expected $0.28 per share
July 29, 2010
A Screwy Notion Of Shared SacrificeTax the what? You might remember this item from last year. In September, the very libertarian CATO Institute released a study that found federal workers...
July 29, 2010
BofA's Krawcheck Unveils Merrill's Affluent Investor SurveyOn a conference call on July 28, Sallie Krawcheck, president of Bank of America Global Wealth & Investment Management, revealed the results of the Merrill Lynch Wealth Management Affluent Insights Quarterly survey of 1,000 affluent investors.
July 28, 2010
Symetra Financial Misses Estimates on Rising Retirement SalesThe retirement-services unit of Symetra had sales of $623.9 million in the second quarter, up 10% over sales of $568.5 million in same year-ago period.
July 27, 2010
Minority investors need retirement helpNot exactly news, but minority investors need help, and represent a major opportunity to increase your business if you fully understand and address their needs...
July 27, 2010
New year, old worriesAre boomers getting more optimistic as we move out of 2009? Not really. The Principal Financial Well-Being Index asked retirees if they felt better off...
July 27, 2010
Boomer housing boom - real or fraud?With so much being made of fraud within the first-time home buyer tax credit, we hope it's not a factor in the following item. According...