Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Advisor Profile
By Elizabeth D. FestaPete Winer is a man with a plan: he advocates the use of controversial equity-indexed annuities (EIAs) as part of a portfolio for retiree clients...
July 26, 2006
Retirement Market Looks Slow and SteadyThe majority of financial planners believe that the retirement income market will continue to grow substantially, but at a slow pace, according to a recent study conducted by the Financial Planning Association (FPA).
July 01, 2006
Behind the NumbersUntil recently, Japan's public pension system was in grave danger of being unable to serve the retirement needs of its people in years to come....
July 01, 2006
Keying Into Income NeedsTwo of the top providers of financial planning software--Morningstar and Emerging Information Systems (EISI)--are heeding advisors' calls for help in crafting retirement distribution strategies. EISI,...
July 01, 2006
Retirement Advisor ProfileLen Reinhart is a staunch believer that using the relatively new concept of unified managed accounts (UMA), also dubbed unified managed households (UMH), is the...
July 01, 2006
News & ProductsHoping to serve as a "catalyst for change," the Center for Retirement Research at Boston College has some bleak news for Americans. Alicia Munnell, director...
June 26, 2006
Retirement Education for AdvisorsThe Retirement Income Industry Association (RIIA) has launched a retirement income planning educational program for advisors called Delivering Retirement Income Solutions, which is designed to provide an overview of the key risks and issues retirees face and also help advisors deliver the correct investment and risk management solutions to their...