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.
Who's responsible for mutual fund overcharges?
By Danielle AndrusA case before the Supreme Court will determine if investors can blame a mutual fund's advisors for charging too much for fees, or if it's...
March 18, 2009
Addressing Five Retirement ChallengesSince risks are unavoidable and the planning process is highly complex. One step that can help is for advisors and clients detail and prioritize expenses in order to separate basic needs from more discretionary lifestyle-type costs.
March 18, 2009
New research: boomers still don't know enough about annuitiesBoomers are increasingly seeking products with guaranteed income benefits. It's no surprise to independent registered investment advisors (RIAs), but many say annuities - having the...
March 18, 2009
Panel recommends money market funds regulationMutual fund leaders announced today they are endorsing several recommendations to improve and increase oversight of money market funds. The Investment Company Institute is supporting...
March 18, 2009
Insurers Modify Annuity BenefitsInsurers that sell variable annuities have had to contend with volatile equity and credit markets. As a result of the changes, the industry is moving towards more standardized benefits, according to several experts.
March 18, 2009
Retirement Portfolios & ETFsThough short-focused or commodity-themed exchange traded funds (ETFs) are making headlines for their performance, such funds are only a small part of the ETF universe.
March 17, 2009
Survey: Delayed retirement doesn't mean lost hopeNew survey results show Americans are delaying retirement, but are not squashing belief that it is still possible to adequately save. A COUNTRY Financial survey, released...
March 17, 2009
Obama's efforts thus far: not good enough, advisors sayIn the eyes of financial advisors, President Obama is off to a sluggish start - and quite simply, he has a lot to accomplish. First, the...