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.
Fixed Index Annuity Sales Continue Climb
By Melanie WaddellIRI, Beacon Research find total fixed annuity sales in '09 at $105 billion.
February 16, 2010
The Online Soapbox: Bank of America Merrill Lynch's Take on Retirement Planning ReformGreater financial education and advice for workers would support the success of reform initiatives
February 11, 2010
Don't pigeonhole your Latino clientsLatino baby boomers in the United States make up a population group so diverse and heterogeneous that the common practice of lumping them into a...
February 11, 2010
Socialized medicine: We're halfway thereHow much of an impact will Obamacare really have if we're already halfway there? We point to the following horrifying statistic this week from the...
February 11, 2010
What to do when your client is screwed?Your client is 50, laid off and hasn't saved a dime (okay, if this is really the case he probably isn't your client, but stay...
February 04, 2010
Boomers lead movement into bondsInvestors could be setting themselves up for heartbreak though. John Lonski, a Moody's economist, told the Journal that investors' need to put cash in safe...
February 03, 2010
The New Normal: Measuring Investors' ImpatienceIt's important for advisors to consider clients' level of impatience when planning for retirement.
February 03, 2010
Collective Investment Trusts (or CITs) Gaining MomentumCITs' fees can be lower than those of actively management mutual funds, and they are overseen by banking regulators.