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.
FRC: Income Planning Interest May Have Peaked
By Staff WriterResearchers at Financial Research Corp. have found that investment firm managers want to get back to basics.In 2005, when FRC, Boston, studied the retirement income ...
October 01, 2007
Singles and Special-Needs ClientsMicki Pitch runs a two-generation practice in Cedar Knolls, New Jersey, with her eldest son, Joe. They specialize in serving the investment and retirement needs...
October 01, 2007
Helping the Most Vulnerable RetireesLawmakers, the Securities and Exchange Commission, and state regulators are bent on making sure advisors with designations touting expertise when it comes to helping seniors--the...
October 01, 2007
Lesson 9: Moral HazardOne of the theoretical foundations of modern insurance pricing is a principle called "moral hazard." It lies at the heart of many actuarial models, is...
October 01, 2007
The Longevity RacePerfectionists, but in a good way, is how Paul Lofties might describe the advisors he manages at Securities America. After installing the retirement distribution tool,...
October 01, 2007
The First Annual ETF Hall of FameWelcome 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 25, 2007
Less is MoreJust as some fashion mavens believe that less is more, so, too, do a growing number of plan sponsors, who in anticipation of new rules...
September 19, 2007
Cutting Across the SilosThe key to building a successful retirement income practice as many clients move from accumulation to distribution is having a view of the strategies that the various financial services "silos" are engaging in, and joining the Retirement Income Industry Association (RIIA) is one of the best ways to do that,...