Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Cost of Investing Too Conservatively for Retirement: Wells Fargo Survey
By Michael S. FischerA Wells Fargo survey finds that 59% of workers are focused more on avoiding loss than maximizing growth in their retirement investments.
October 07, 2016
Has Fiduciary Rule Sparked Price War Among ETF Providers?The moves by BlackRock and Schwab to slash fees on index ETFs could be the beginning of a price war, says Morningstars Ellenbogen.
October 07, 2016
Social Security COLA for 2017: Expect Tiny Increase, if AnyWhat can retirees expect for a benefits increase for Social Security in 2017? Not much, experts say.
October 06, 2016
5 Trends in How Advisors Work With Retirement Income ClientsA Practical Perspectives survey finds that retirement income relationships represent more than half of all assets managed for most advisors.
October 06, 2016
5 Major Signs of Risk in 401(k) PlansAdvisors can track 401(k) plans by watching 19 red flags gleaned from Form 5500 filings by Judy Diamond Associates.
October 05, 2016
Annuities in 401(k) Plans Could Benefit From GAO ReportA Government Accountability Office recommendation may allay plan sponsors fears of liability if they offer annuities in 401(k)s.
October 04, 2016
DC Investment Association Proposes Standards for Auto FeaturesNoting that competing definitions of auto features act as a barrier to their adoption in DC retirement plans, the DCIIA is proposing a standardized lexicon.
October 03, 2016
Top Portfolio Products: Actively Managed ETFs From TrimTabs, AdvisorShares, ProSharesThe new ETFs target stocks with strong cash flow and high dividends, Korean equities, oil futures and a socially responsible money market equivalent.