Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Nobel Winner Richard Thaler Can Help ‘Nudge’ Your Client’s 401(k) Decisions
By Ric LagerWhat would happen if you used the concept of a nudge in your best clients company retirement plan accounts?
October 18, 2017
LPL Grabs Longtime Wells Fargo Exec to Be Chief StrategistJohn Lynch was with Wells Fargo since 1996 and is now based in Charlotte, N.C.
October 17, 2017
Women Invest Like Men but With a Key Difference, Study FindsCapital Groups survey of women shows confidence in their investment decisions but not necessarily the power to execute.
October 17, 2017
DeVos Sued Over Plans to End Protections for Student BorrowersA coalition of states is suing Education Secretary Betsy DeVos for her plans to end rules that protect student loan borrowers.
October 17, 2017
Commonwealth Nabs $1.3B NPC TeamThe group comes on board in New York and is led by Michael and Stuart Paris.
October 17, 2017
Workers Favor Stock Market for Retirement Savings: Wells FargoA majority of workers feel confident about retirement, but many face lower living standards, Wells Fargo reports.
October 17, 2017
‘Stan the Annuity Man’ Is Livid About Fixed Indexed AnnuitiesStan Haithcock tells ThinkAdvisor why the industry is outraged at him and why fee-based indexed annuities are the biggest joke of all time.
October 17, 2017
Complaints by Student Loan Borrowers Yield Millions in Relief: CFPBThe CFPB's annual report extols the benefits of consumer complaints, which ultimately affect policy.