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.
The First Annual ETF Hall of Fame
By Jane Wollman RusoffWelcome to Research Magazine's first annual ETF Hall of Fame. The three advisors who have won our competition not only use ETFs but are long-time...
September 17, 2007
Fidelity Notes Sharp Rise in 529 Plan AssetsFidelity Investments, which manages seven different 529 plans across the country, reported Sept. 17 that more than 100,000 new 529 college savings plan accounts were...
September 14, 2007
Workers/Retirees Hanging Onto HomesAmid a shaky housing market, the majority of Americans (73%) say they plan to hold on to their homes--one of their biggest assets, while 21% of working Americans who are five years from retirement also plan to stay in their homes during their golden years, according to the latest Principal...
September 07, 2007
New Tool for AdvisorsFidelity Investments will be rolling out a Web-based retirement income planning tool during the month of September through its three advisor-servicing units: Fidelity Investments Institutional Services Company (FIIS), National Financial, and Fidelity Registered Investment Advisor Group (FRIAG).
September 06, 2007
Protecting the ElderlyLawmakers, the Securities and Exchange Commission, and state regulators are bent on making sure advisors with designations touting expertise when it comes to helping seniors are closely scrutinized.
September 01, 2007
Young Rebel With a CauseAmong the younger generation of planners, Aaron Coates of Compass Wealth Advisors in Elkhart, Indiana, is a visionary. He embraces the revolutionary approach of letting...
September 01, 2007
Failure to Compute?Are computer models that meet the statutory requirements set out in the Pension Protection Act (PPA) an effective tool to use to provide investment advice...
September 01, 2007
NEWS & PRODUCTS, SEPTEMBER 2007Participants who consistently held accounts in 401(k) plans from 1999 through 2006 increased their account balance at an annual rate of 8.7%, according to a...