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Retirement Income Articles
Annuity Risk Should Be Communicated More Clearly, Says SEC Exec
by Ted KnutsonAn SEC official told annuities industry professionals that their communications with consumers needs to improve because the investments have become more complex.
Congressional Members Ask For Care In Redefining Fiduciary
by Karen DeMastersMembers of the Congressional Black, Hispanic and Pacific Asian caucuses have asked the Department of Labor to not harm their constituents in revising the definition of a fiduciary.
70% Of College Faculty Boomers Lack Investment Plan For Retirement Savings
by FA StaffThree-quarters of these boomers plan to delay retirement past the age of 65, or never retire at all.
Professionally Managed 401(k) Accounts On Rise
by Kathy LynchThirty-six percent of 401(k) participants used professionally managed accounts in 2012—a percentage double what it was five years earlier and on track to hit 55 percent in five years, according to...
Deferred Income Annuity Sales Reach Record High
by FA StaffSales increased for the fifth consecutive quarter and were nearly 150-percent higher than a year ago, according to Beacon Research.
When Collecting Social Security, It Pays To Be Married
by Juliette FairleyWedded bliss can offer better Social Security payments in retirement, but Americans’ limited understanding of the program prevents many of them from maximizing their benefits.
U.S. Department Of Labor Launches Online Retirement Tool Kit
by FA StaffThree government agencies worked together to create retirement resource.
Advisor's Daring To Be Different
by David LawrenceEvery advisor should consider niche strategies to differentiate himself.
Rising Housing Debt For Older Americans May Create 'Perfect Storm'
by Karen DeMastersHousing debt has increased for older Americans in the last two decades, says a new study. The problem could contribute to a retirement "perfect storm."
Millionaires' Financial Regrets, According To DeVere Group
by FA StaffThe top financial regret for a majority of high-net-worth individuals is not having a financial plan earlier in life, according to the deVere Group.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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The New Modern Portfolio Theory
Nearly half of all advisors are using some sort of tactical investment strategy as an alternative to the traditional 60/40 buy-and-hold approach. + Read more
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Inflation Fears? Take Another Look At Some (Less Liquid...) Real Estate
With the risk of rising inflation threatening to erode real purchasing power and no opportunity for meaningful returns on fixed income securities, the opportunity for return on cash would seem to lie solely with riskier assets, like public equities. + Read more

