Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
SEC - what wasn't working and why
By Staff WriterSo...what happened? In testimony submitted to the Subcommittee on Securities, Insurance and Investment Committee on Banking, Housing and Urban Affairs, Erik Sirri, the SEC's director...
March 19, 2009
Who's responsible for mutual fund overcharges?A case before the Supreme Court will determine if investors can blame a mutual fund's advisors for charging too much for fees, or if it's...
March 18, 2009
Five Questions for the Retirement AdvisorA discussion with Kelly Welker, Branch Manager, Welker Financial Strategies LLC-LPL Financial, in San Antonio.
March 18, 2009
Retirement plans take a 24 percent nosedivePoof. Retirement assets are disappearing. Fast. Retirement plans lost nearly a quarter of their value in 2008, according to findings from Spectrum Group released today. Total...
March 18, 2009
Addressing Five Retirement ChallengesSince risks are unavoidable and the planning process is highly complex. One step that can help is for advisors and clients detail and prioritize expenses in order to separate basic needs from more discretionary lifestyle-type costs.
March 18, 2009
New research: boomers still don't know enough about annuitiesBoomers are increasingly seeking products with guaranteed income benefits. It's no surprise to independent registered investment advisors (RIAs), but many say annuities - having the...
March 18, 2009
Panel recommends money market funds regulationMutual fund leaders announced today they are endorsing several recommendations to improve and increase oversight of money market funds. The Investment Company Institute is supporting...
March 18, 2009
Insurers Modify Annuity BenefitsInsurers that sell variable annuities have had to contend with volatile equity and credit markets. As a result of the changes, the industry is moving towards more standardized benefits, according to several experts.