A huge demand among mass affluent investors for retirement income products is building, but industry response to the trend is still in its infancy, the author of a new Aite Group report on the subject says. Greg Cherry, a senior analyst at Aite’s...
A fee-only financial advisor for both retirement plans and individuals, Roger Wohlner worries that target date funds—which invest in a mix of assets with the aim of reducing equity exposure as participants approach retirement—just can't do as good...
An owner of a Roth IRA can save on taxes by selling his beneficial interest to an intentionally defective irrevocable trust
As the retirement plan business becomes more complex and demanding, advisors can no longer dabble in the space. More will specialize, and many broker/dealers are already helping them up their game.
What's the best move you can make on behalf of older clients this month? Hint: It has nothing to do with the money you manage for them.
But you may be able to help senior clients save thousands of dollars in out-of-pocket health care costs by en...
Clients seeking investment guarantees are increasingly turning to insurance products.
Clients with too much home equity and not enough retirement money can take advantage of record-low rates to shore up their savings and cut down their taxes.
You might be surprised what you find if you review your clients’ insurance needs. Many universal and variable universal life insurance policies underperformed over the past 10 to 15 years due to falling interest rates and huge stock market losses...
What's the best move you can make on behalf of older clients this month? Hint: It has nothing to do with the money you manage for them...
