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.
Redesigned annuities hit marketplace
By John SullivanA string of redesigned variable annuities are hitting the market, after life insurers last year yanked the products that proved too generous to customers and...
January 01, 2010
Insurance Update: Dead to RightsIf clients want to get a settlement for their life insurance policies, or invest in securitization of life insurance settlements, what should you tell them? Jeff...
January 01, 2010
Retirement Planning: Retirement Income a RiddlePost the economic downturn, one thing is certain: the need for retirement income planning is more important than ever, but building retirement income portfolios for...
January 01, 2010
Cover Story: Reinvention TimeThe formula for success offered to investment advisors by a wide range of consultants and experts is to find a small group of high-net-worth, or...
January 01, 2010
Annuity Analytics: A Truly Relevant BenchmarkThe wealth and investment management industry is full of performance benchmarks and value-added metrics, from stock and bond indices to Sharpe Ratios, alphas and...
December 31, 2009
Four ways to get 401(k)s above pre-crash levelsFor boomers who may have lost up to one-quarter of the value of their 401(k)s, breaking even may be a major victory, but it isn't...
December 31, 2009
Boomers have bad credit card habitsMore than two-thirds of Americans have credit cards, and of those, about 27 percent say they have at least four cards, a recent study found....
December 30, 2009
'Phased retirements' more popularAmid the economic turmoil, interest in phased retirement is on the rise. The Wall Street Journal reports that for employees, these programs offer a way...