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.
Preqin Survey Finds Private Equity Investors Gain Negotiating Clout
By Michael S. FischerPreqin released the results on Monday, June 21, of a May survey of 50 prominent institutional investors in private equity funds, conducted to assess current investor attitudes to fund terms.
June 22, 2010
Merrill, Fidelity, Vanguard Rank Tops in Cogent 401(k) Loyalty Survey of Plan ProvidersA Cogent survey of 401(k) sponsors ranks BofA Merrill with the highest loyalty rating in the micro market of $5 million or less. Fidelity rates highest among $5 million to $20 million plans, and Vanguard rates highest with mid-size plans over $20 million.
June 22, 2010
Securities America to Boost Web-Based Coaching on Retirement (Part 1)Eight hours of web-cast coaching should help Securities America's 1,900 independent advisors put five to 10 clients on the road to comfortable retirement income.
June 18, 2010
House and Senate Clash Over 401(k) Fee DisclosureThe Senate Finance Committee has removed a requirement that all 401(k) fees be disclosed to workers and employers from jobs legislation it is considering, putting the Senate at loggerheads with the House of Representatives.
June 18, 2010
Country Financial Index: Confidence Level in Overall Financial Security Holds SteadyAmericans' level of confidence in their overall financial security held steady in June, as the Country Financial Security Index ticked down just one-tenth of a point.
June 18, 2010
LIMRA Study: African Americans Value Life Insurance Protection More Than General PopulationBlacks twice as likely as other groups to consider purchasing life insurance for themselves or for someone else.
June 17, 2010
Advisors Not Educating Clients On Roth ConversionIt's well-reported now that January's much-anticipated rule changes for Roth IRAs didn't resonate with boomers. A recent survey found that advisors are doing little to...
June 17, 2010
Outliving Savings Is Fate Worse Than DeathWhat's more frightening than death? According to almost two thirds of boomers, it's outliving their savings. A recent survey by Allianz Life Insurance Company of...