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.
Cambridge Survey: Wealthy Families Report What's on Their Minds
By Michael S. FischerHigh-net-worth individuals and families share many portfolio concerns with not-for-profit organizations, but differences between the two groups exist as well, according to a Cambridge Associates survey released Monday, May 17.
May 19, 2010
Fed favors 5-year payoff of $1.2 trillion in mortgage-backed assetsBy Joyce Hanson With raised 2010 estimates for U.S. growth and diminishing concern about unemployment and inflation, a majority of Federal Reserve policymakers are in no...
May 19, 2010
NAPFA Makes Big Comeback at National Meeting"NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Financial Advisors, told the assembled multitude as the organization of fee-only planners opened its national meeting in Chicago on Wednesday, May 19.
May 18, 2010
Fixed Annuity Sales Drop 51.9% in Year, IRI/Morningstar/Beacon Report ShowsFixed annuity sales plummeted 51.9% in the first quarter of 2010 compared to a year ago, the IRI said in its first-ever quarterly annuity sales report, released Tuesday, May 18, with data provided by Morningstar Inc. and Beacon Research.
May 18, 2010
Tighter Rules for Foreign Hedge Funds Advance in EuropeBy James Kanter (C) The New York Times 2010 BRUSSELS -- European Union finance ministers approved a draft law on Tuesday, May 18, that would make it...
May 18, 2010
403(b) Plans 'Remarkably' Healthy After Recession, PSCA Survey FindsDespite a potentially crushing recession, the 403(b) retirement plan system appears to be healthier than ever. That's the finding from a survey released last week from the Profit Sharing/401k Council of America (PSCA).
May 17, 2010
Jackson National Life Adds to Robust Insurance Earnings SeasonOn the heels of strong results reported by Principal, Genworth and The Hartford, Jackson National Life Insurance Co. announced Monday, May 17, that it...
May 17, 2010
Fidelity Poll Shows Advisors Shifting from Firm Cuts to Growth in 2010By Joyce Hanson Despite continuing market uncertainty, 86% of brokers and advisors polled at Fidelity Investments' executive forum in April said they are focused on firm...