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.
EBRI: Pension sponsors to maintain risky investing
By Staff WriterFunding for public pension plans is quickly eroding due to investment losses, but it's unlikely that underfunded sponsors will be motivated to make the shift...
Retirement confidence drops to record low
April 09, 2009
The real source of retirement incomeFor all the industry angst over the need for retirement income products and strategies, the simplest answer (as usual) might prove best. Bloomberg speculates on...
April 09, 2009
Advisors turn to peers for adviceOne cynical advisor called it "castaways clinging to each other to stay afloat." It reminded us never to give money to this advisor. Advisor networking and...
April 09, 2009
Retirement benefits will never be the same, workers sayWhen the economy does improve, will employers reinstate the same retirement benefits? That's a good question, according to a majority of workers. A Harris Poll released...
April 08, 2009
FAs Key to Retiree SatisfactionThe market decline that began in September 2008 had a clear impact on those responding to a recent MFS survey about their financial future, regrets about risky investments and priorities in selecting future investments.
April 08, 2009
Retirement Income OutlookWhile there's les than sunny news these days when it comes to retirement-income planning, the "crisis" might not be as widespread as reported, says a new report by Andrew G. Biggs of the American Enterprise Institute in Washington, D.C.
April 08, 2009
Returning to the Work ForceAs portfolio values have dropped, more advisors are suggesting that some of their retired clients consider returning to work.
April 08, 2009
Insurance stocks rally following TARP announcementLife insurance stocks rallied this morning following word from the Treasury Department that it plans to offer bailout funds to struggling companies. Shares in this...