Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Non-profits aim to improve boomer financial literacy
By Staff WriterIn an effort to improve the financial literacy of baby boomers, 11 non-profit financial associations representing more than 200,000 financial services professionals around the world...
September 18, 2008
Panic attacksAre your clients panicking in the wake of Lehman Brother's and Merrill Lynch's big news? What are you doing to reassure them? What about you...
September 18, 2008
Recession-wary managers prefer bondsMerrill Lynch's monthly survey of global fund managers -- conducted between the Fed's rescue of Fannie and Freddie and Lehman's bankruptcy announcement -- found bonds...
September 18, 2008
Commodities safe haven for investorsCommodity stocks are enjoying a resurgence in popularity as Wall Street runs red with blood. Financial Times reports gold increased 11.4 percent to $866.10 per...
September 18, 2008
Fund manager survey finds expectations of global recession on the riseThings aren't looking good overseas, either, right now. According to a newly released Merrill Lynch Survey of Fund Managers, more than 60 percent of respondents...
September 17, 2008
Americans holding their breathAmericans continue to show their optimism despite Wall Street's epic mess, according to a new Reuters poll. The Reuters/Zogby Index, which measures the mood of...
September 17, 2008
Broker/dealers are deadJohn Gapper writes in the Financial Times that, in the broker/dealer space, the bell tolls for thee. Granted he means large wirehouses, not the independent...