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.
A Retirement Risk Matrix
By Francois GadenneTraditionally, financial companies and financial advisors have asked the following question of investors: "What is your tolerance to the variance of returns of risky assets?"...
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...
January 01, 2008
How Prepared Are Advisors To Meet The Income Planning Challenge?A question that is surfacing among income planning experts is just how prepared advisors are to meet the needs and challenges of this relatively new area of financial advice.
January 01, 2008
Recession Fears Changing Money HabitsWhen 40% of Americans say their top New Year's resolution is paying off credit card debt, and 39% say their priority in 2008 will be...