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.
EBRI Says Half of Boomers Likely to Outlive Retirement Savings
By John SullivanA study by the Employee Benefit Research Institute (EBRI) finds 64% of Americans in the two lowest income levels will run short after 10 years in retirement.
July 14, 2010
Nine Ways to Rebuild Trust With ClientsNew Hearts & Wallets study reveals nine trust-building practices advisors can use
July 12, 2010
LIMRA: Are Pre-Retirees Like the Grasshopper or the Ant?Much like the fable "The Grasshopper and the Ant," a new LIMRA research report notes pre-retirees fall into two categories: those that have diligently prepared and saved for retirement (the ant) and those who have not (the grasshopper).
July 12, 2010
Senate Vote, Quarterly Earnings, Federal Reserve: Advisor Briefing for the Week of July 12, 2010Market moving news for the week of July 12-16, 2010.
July 09, 2010
Mercer Data Study Shows DC Participants Fare Better With Automated Plan FeaturesDefined contribution plan participants who used automatic rebalancing and deferral increase saw greater balance increases, by as much as 26%, according to a Mercer study.
July 09, 2010
LPL Mid-Year Outlook Expects Economic 'Tailwinds' to Keep U.S. Sailing Toward Expansion"The recovery is over. Welcome to the expansion," independent broker/dealer giant LPL Financial Corp. asserts in a mid-year outlook report released Thursday, July 8, that expects the U.S. economy and markets to stay on course for growth in 2010.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 08, 2010
PIMCO's Gross Sees Lower Market Returns AheadThe perspectives shared by PIMCO Managing Director Bill Gross and his colleagues, such as Mohammed El-Erian and Paul McCulley, have earned them respect and a popular following before and during the financial crisis.