Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Sex, Drugs and Pay-to-Play Fraud Hit New York Pension Fund: SEC
By Bernice NapachTwo brokers were charged with providing thousands of dollars in gifts to a former NY state pension fund official in exchange for billions in business.
December 19, 2016
If Trump Wants to Kill DOL Rule, He’d Better Act SoonFor stakeholders against the DOL fiduciary rule who are hoping the Trump administration will intervene, time is running out.
December 19, 2016
The Roth Annuity: A Bright Star in Annuity InvestingAdding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
December 19, 2016
Ex-Prosecutor Emerges as Top Trump Pick for SEC ChiefLike Mary Jo White, departing in January, Debra Wong Yang was a federal prosecutor, but Yang has no securities experience.
December 19, 2016
Natixis Plans First Target-Date Suite Focused on ESG: Top Portfolio ProductsIn other product news, Hartford Funds reduces fees on four of its strategic beta ETFs.
December 16, 2016
CEOs’ Retirement Stashes Seen Flourishing Under Trump Tax CutsCEOs are poised to collect an additional retirement windfall if President-elect Donald Trump succeeds in cutting the taxes of the highest U.S. earners.
December 14, 2016
DOL Fiduciary Rule's Fate: 3 Possible ScenariosEven if the Trump administration decides to delay or withdraw the rule, rollovers will continue to be a focus of regulators, attorney Fred Reish says.
December 14, 2016
Optimizing Clients’ Charitable Giving This SeasonClients portfolios have done well this year, so charitable giving seems appropriate. But whats the best way to practice philanthropy?