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.
Retiring boomers say goodbye to advisors
By Danielle AndrusThe Retirement Income Industry Association recently released new research that says as boomers retire they will limit the number of relationships they have with financial...
January 29, 2009
Be wary of dividend ETFsAccording to Roya Wolverson of SmartMoney Magazine, dividend ETFs are a tricky hand to play. Some experts recommend dividend stocks as a solid long-term holding,...
January 28, 2009
Quick facts: How affluent retirees weather the downturnHow are affluent retirees faring in the financial downturn? Provided are some quick facts courtesy MFS Investment Management.
January 28, 2009
Study: Younger boomers dramatically impacted by recessionThe effects of the recession on retirement goals are hitting younger boomers particularly hard. Americans age 40 to 49 lead all demographics in expecting to...
January 27, 2009
New presidential administration offers greater chance for 'green' investingThe United States is ripe for "green" investing, according to a second annual survey released yesterday by global investment firm Allianz Global Investors. Seventy-eight percent...
January 27, 2009
New report: Hedge fund success depends on performance, greater transparencyIn the wake of the worst year on record for hedge funds, hedge fund managers should expect to see wider-ranging and more in-depth scrutiny of...
January 26, 2009
Boomers search for trustworthy retirement advice; many will break from financial institutionsNot surprisingly, boomers maintain their course for retirement, but many say it's harder to find a trustworthy source of advice. A Charles Schwab pulse survey completed...
January 26, 2009
Internet deemed primary destination for investment informationThe Internet prevails as the primary investment information source for both advisors and investors. Survey results released today by Forbes.com and business communications firm FD...