Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A Hidden IRA Benefit Most Advisors Miss
By Jane Wollman RusoffAdvising this group of women to open IRAs can help them secure their retirement and save even more, Marcia Mantell tells ThinkAdvisor.
May 30, 2017
New Evidence of Fiduciary Rule’s Harm, Chamber Report SaysObamas DOL underestimated the negative effects of the rule, says Chamber of Commerce; CFAs Roper, though, blasts report.
May 30, 2017
13 Best & Worst Broker-Dealers: Q1 Earnings, 2017The first three months of the year have seen strong markets and corporate earnings that beat analysts' estimates.
May 30, 2017
Putnam Investments to Launch 3 Alternative Strategies: Portfolio ProductsAlso, Allianz Life introduced two new index variable annuity products.
May 30, 2017
Americans Confused About Medicare PlanningMore than half of Americans over 45 haven't done any research on Medicare planning, a survey says.
May 26, 2017
DOL Looking for Reason to Delay Full Fiduciary Compliance Date: LawyerThe department says it will issue a Request for Information; the findings could give it cover to delay past Jan. 1, lawyer Erin Sweeney says.
May 26, 2017
DOL Fiduciary Deadline Is Coming. Here’s a Compliance ChecklistCompliance firms and attorneys are busy giving advisors, BDs and plan sponsors a to-do list as the June 9 compliance date nears.
May 25, 2017
Advisors Should Consider Alternatives to Publicly Traded REITsGiven REITs limitations, consider a wider array of options for clients who have the ability and willingness to invest in less-liquid real estate alternatives.