Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Senator Enters Race to Kill DOL Fiduciary Rule
By Melanie WaddellSen. Roy Blunt's bill is companion legislation to Rep. Ann Wagner's bill, the Retail Investor Protection Act, which passed the House in October.
February 03, 2016
Surprise! Investors Often Don’t Know What Their Goals AreBehavioral science can explain why it's surprisingly difficult for clients to accurately tell you their goals, but it can also provide ways to help.
February 02, 2016
Want a Flexible Retirement? Here’s How 10 Countries Stack UpOne way to ease the burden on social security systems: Let employees transition gradually out of the work force.
February 02, 2016
Michael Finke Named Dean of The American CollegeMichael Finke of Texas Tech will soon be the dean of the the program that provides education for CFP, ChFC and other advisor designations.
February 02, 2016
Target Date Funds Boost Retirement Planners’ Confidence: PollTDF users feel more confident than non-users that they will reach their retirement goals, according to a Voya survey.
February 02, 2016
Bills to Replace DOL Fiduciary Rule Pass House PanelBoth bills "codify loopholes that make it all too easy" for advisors to avoid their best interest obligations, says consumer advocate Barbara Roper.
February 01, 2016
Retirement Plans Will Be ‘Next Evolution’ in ESG InvestingThe next push in ESG investing will come from retirement advisors following the Department of Labor's new interpretive bulletin that replaced language warning fiduciaries away from such investments in 2008, according to Gregg Sgambati, head of ESG solutions for S-Network Global Indexes.