Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Why Does Warren Buffett Fail at Investing (Sometimes)?
By Bob SeawrightA look at the numbers shows why Buffett, and all of us, underperforms at times, says Bob Seawright.
July 01, 2017
How to Succeed in Retirement Investing in the ‘New Normal’As capital gains become smaller, investments that are designed for income, like many alternatives, will grow in popularity.
June 29, 2017
DOL Releases Fiduciary Rule Request for InformationComments could lead to new exemptions or changes to the fiduciary rule and PTEs, as well as extending the Jan. 1 compliance date.
June 29, 2017
How to Boost Your Business Advising 401(k) PlansAdvisors focused on individuals can be a natural fit for the DC/DB sector, especially if their clients are small-business owners or have influence at work.
June 29, 2017
Nuveen Sees Rising Demand for Closed-End FundsNuveen's Anne Kritzmire explains why closed-end funds are beneficial to retirees seeking income.
June 28, 2017
Beauty Is in the Eye of the Discloser: Suggestions for CFP Board’s New StandardsWhile most reviewers are applauding the proposals, one point that astute observers make is that they take a rather soft stand on conflicts of interest.
June 28, 2017
Cold Calling Superstar Shares His SecretsFormer advisor Mike Brooks tells ThinkAdvisor how he went from cold calling underperformer to leading sales expert and script writer.
June 28, 2017
New Florida Law Affects Life Policyholders Who Want to Change PoliciesThe new law, based on HB 1077, includes amendments backed by the Life Insurance Settlement Association.