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.
Center for Retirement Research Argues for Use of Longevity Bonds
By John SullivanThe Center for Retirement Research at Boston College released Tuesday, June 8, a new issue brief that makes the case for so-called longevity bonds.
June 07, 2010
LPL Financial IPO: Market OverviewBy Joyce Hanson From an overall market perspective, LPL Financial's $600 million listing on Friday, June 4, arrives during a period of volatility, with a boomlet...
June 06, 2010
An Income Planning ChallengeRecent developments are again raising the issue of harmonization of the duties of broker-dealers that sell insurance products and the duties of investment advisers who consult on income planning.
June 04, 2010
AEF Says Donor Advised Funds Surge as Charitable Contributions RiseFor the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
June 04, 2010
Corporate Pension Plan Assets Plummeted in May, BNY ReportsMonthly statistics published by BNY Mellon Asset Management released Friday, June 4, found that plunging stock markets in May sent pension plan assets falling.
June 04, 2010
After the Starr Swindle: How Financial Advisors Can Reassure ClientsFinancial advisors are buzzing about the SEC's $30 million fraud case against "advisor to the stars" Kenneth Starr in light of issues such as fiduciary duty, transparency and custody rules.
June 03, 2010
81% of Annuity Consumers Want Living Benefit Guarantees, IRI Report ShowsMore than 81% of U.S. consumers in the variable annuity market wanted a lifetime guarantee of income, the Insured Retirement Institute (IRI) reported in a study released Thursday, June 3.
June 03, 2010
Oldest Boomers Could Lose Over $12,000 Throughout RetirementSocial Security beneficiaries may feel as if they were wronged when that agency didn't make a Cost-of-Living-Adjustment this year, but because of a "quirk" in...