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.
Big Years Ahead for Auto Enrollment
By Elizabeth D. FestaAsk David Wray, president of the Profit Sharing/401(k) Council of America, what the retirement landscape will look like in 2008, and he's quick to point...
February 01, 2008
Win Over Those RolloversOf the more than 200,000 practicing financial advisors it counts in the United States, less than 10% concentrate on the retirement plan marketplace, according to...
February 01, 2008
Buying BingeThe Hartford is on a buying spree. In December, Simsbury, Connecticut-based The Hartford Financial Services Group acquired three businesses--TopNoggin, Sun Life Retirement Services, and Princeton...
February 01, 2008
Portrait of a RookieAt 23, rookie financial advisor Jonathan S. Israel already has his own branch office, a full-time assistant and a couple of bonuses under his belt.
January 24, 2008
Guaranteed Income Absent a LoadWhile many advisors steer their clients away from variable annuities, with the recent addition of a guaranteed lifetime withdrawal benefit rider to its no-load variable annuity, Lincoln, Nebraska-based Ameritas Advisor Services has not only enhanced the flexibility of its annuities, but also taken another step toward making variable annuities more...
January 24, 2008
Fidelity Revamps its 401(k) PlatformFidelity Investments recently overhauled its Fidelity Advisor 401(k) platform--a move the company believes constitutes the most thorough revision of the program since its inception. Fidelity has...
January 21, 2008
Mackey to Leave NAVAAfter more than 12 years as president and CEO of NAVA, Mark Mackey has resigned to pursue other opportunities in the financial services arena.
January 14, 2008
Magellan Fund Reopens to New InvestorsAdvisors will be able to buy Fidelity's Magellan fund for new investors for the first time since September 30, 1997, Fidelity Investments announced on January 14. Because of redemptions by investors who had invested in Magellan for their retirement accounts, and are now poised to take distributions, the fund has...