Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Trading in nontraded REITs
By Danielle AndrusNontraded REITs may be an attractive choice for clients trying to build a steady stream of income, but a study by Cornell's Center for Hospitality...
November 26, 2008
Less benefits, higher costs as insurers retool annuitiesInsurance companies are beginning to retool their variable annuities to offer less-generous benefits, possibly at higher costs. The Wall Street Journal reports these changes stem...
November 25, 2008
Pensions can recover from crisis, study showsNew data suggests public pension plans are "well situated" to recover from the current financial crisis. "As the global financial crisis brings a renewed focus on...
November 25, 2008
Boomers biggest users of 'green' productsFor boomers, environmentalism is not a dead movement. In fact, consumers 55 and older are the most prolific users of green products in the United...
November 24, 2008
Workers invest less in 401(k), study showsThe average 401(k) is down 14 percent this year, according to Hewitt Associates, which released a study that found workers are increasingly cautious about investing...
November 24, 2008
Why the wirehouse is vanishingSay goodbye to wirehouses. "This year's market turmoil is reshaping the retail brokerage industry, with big national companies being replaced by bank-brokerage conglomerates, independent advisors and...
November 21, 2008
New Retirement Think TankGroup's charter is to tackle income options and help advisors
November 21, 2008
Layoffs stress out boomersWhat's bothering boomers at work? According to a new TeeBeeDee.com study, a possible layoff is the biggest stressor, followed by the value of their 401(k)...