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Retirement Planning Articles
Financial Organizations Protest Bill On Fiduciary Definition
by Karen DeMastersSeven financial services industry and consumer organizations are protesting a bill pending in Congress that the organizations say would harm consumers by hindering the DOL and SEC from making changes...
Today's Economy May Make Tax-Deferred 401(k) Plans A Bad Deal
by Gary A BorowiecGuiding your clients toward an approach that hedges against the risk of both tax-rate increases and decreased stock values may give them a much safer path toward protecting their retirement savings.
LPL Financial Adds Credit Union To Its Platform
by FA StaffLPL Financial’s Institution Services platform will provide wealth management support and retirement planning services to a prominent California credit union.
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.
Baby Boomers Have Mistaken Ideas About Long-Term Care
by FA StaffBaby boomers have mistaken ideas about the future costs of long-term care and about the years they will spend in retirement, according to a new survey.
Financial Attitudes Of Men And Women Differ, Study Shows
by FA StaffMen and women have different attitudes toward saving money and different opinions about themselves as money managers, according to Northwestern Mutual's 2013 Planning and Progress Study.
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.
Financial Abuse Of Elderly Serious Problem, Survey Says
by Karen DeMastersAn overwhelming majority of doctors and nurses feel financial fraud is a very or somewhat serious problem for the elderly, according to a new survey.
Troubled Union Pension Plans May Need Benefit Reductions
by Ted KnutsonThe leading Republican and Democrat on an important House subcommittee say they want legislation to allow troubled union multiemployer pension plans to reduce benefits.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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Today's Economy May Make Tax-Deferred 401(k) Plans A Bad Deal
Guiding your clients toward an approach that hedges against the risk of both tax-rate increases and decreased stock values may give them a much safer path toward protecting their retirement savings. + Read more
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Chains, Stains And Pains Of Retirement
Advisors need a new combination of skills to help prepare clients for retirement -- skills that go beyond dollars and cents. + Read more

