Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
What You Need to Know About Annuity Classes
By John Olsen, Michael E. KitcesUnderstanding that any one annuity contract may be described accurately by several different labels is essential to an understanding of how it works.
June 11, 2017
How 401(k) Plans Have Changed Over the Past DecadeVanguard's "How America Saves 2017" can guide advisors about how to manage DC plans now and in the future.
June 09, 2017
Barry Ritholtz Sees DOL Fiduciary Rule as a ‘Test Run’The Ritholtz Wealth CIO tells ThinkAdvisor the rule is a step in the right direction, but says it's clearly flawed.
June 09, 2017
Pension Funding Levels Steady in May: MercerPension plans sponsored by S&P 1500 companies maintained their 83% funded status last month, according to Mercer.
June 08, 2017
3 Possible DOL Reforms That Could Help AdvisorsKBW analysts share their views on what deregulation banks and broker-dealers can expect this year and next.
June 08, 2017
Bill to Kill Dodd-Frank, Repeal Fiduciary Rule Passes HouseFinancial Choice Act likely DOA in Senate, Democrats say.
June 08, 2017
Fiduciary Rule Readiness Check: June 9 Effective DateWith the DOL fiduciary rule applicability date now here, it is crucial that advisors understand what that actually means.
June 08, 2017
RIAs, Don’t Assume You’re Already in Compliance With DOL Fiduciary RuleYes, the DOL rule applies to you, too, Rick Edelman tells advisors.