Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
New presidential administration offers greater chance for 'green' investing
By Staff WriterThe United States is ripe for "green" investing, according to a second annual survey released yesterday by global investment firm Allianz Global Investors. Seventy-eight percent...
January 26, 2009
Internet deemed primary destination for investment informationThe Internet prevails as the primary investment information source for both advisors and investors. Survey results released today by Forbes.com and business communications firm FD...
January 22, 2009
Boomers reported few job losses in 2008A report by AARP found relatively few boomers lost a job last year (9 percent); however, that's almost twice as many who reported in April...
January 22, 2009
Fund managers holding onto hope - and cashFund managers are hopeful, but still aren't giving up their cash, according to the latest survey from Merrill Lynch. The survey found 35 percent of...
January 22, 2009
DOL/IRS Craft Auto Enroll Manual for Small BusinessesThe U.S. Department of Labor (DOL) and the Internal Revenue Service (IRS) have released a new publication to help small employers better understand automatic enrollment for 401(k) plans offered to their employees.
January 22, 2009
File under obvious - Hedge funds 'fail to deliver'"In 2008, hedge fund managers generally failed to deliver," Morningstar Hedge Fund Analyst Nadia Papagiannis said yesterday in a press statement. "The average hedge fund...
January 22, 2009
Target Date Funds Need WorkThe collapse of the financial markets has sounded a strong wake-up call for target date funds.
January 21, 2009
A boom in financial self-help booksNot what most advisors want to hear, but apparently Suze Orman is doing just fine. The Wall Street Journal reports on one sector of the...