RETIREMENT PLANNING

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Want 'Retirement Alpha'? Use Annuities, Says Insurance Veteran

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The way to get extra value out of retirement portfolios is through income annuities, author Tom Hegna says.

SageView To Acquire $5.2B San Diego Retirement Plan Consulting Firm

by FA Staff

RBG also includes a wealth management business and was founded in 2010.

The U.S. Cities Where Retirees Are Relocating

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These are the destinations that are attracting the most cost-conscious retirees, according to SmartAsset.

Expanding Services To Deal With The Boomer Retirement Wave

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Consultant Steve Gresham talks about how advisors can meet the demands of baby boomer clients.

Pictures, Stories Can Help Advisors Serve Clients Better, Says Carson Group Exec

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Pictures and storytelling can help advisors better represent their clients' wishes and goals.

How Advisors Can Solve The Retirement Income 'Puzzle'

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Clients need to be taught the meaning of post-retirement income, says Jamie Hopkins of Carson Group.

Americans Say They Need $2.2 Million To Be Considered Wealthy

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Yet 48% of respondents said they already feel wealthy today with an average net worth of $560,000.

Sebastien Page, Wade Pfau And Erin Wood Headline Inside Retirement

by FA Staff

Page will address the asset allocation outlook and whether the 60-40 portfolio is dead.

Wealthspire Acquires $1B AUM Richmond-Area RIA

by FA Staff

ACG Wealth Management brings along a retirement plan division.

Cetera Expands RIA Platform With $1.4B AUM Kansas Firm

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Cetera has bought the Retirement Planning Group at a time broker-dealers are making incursions into the RIA space.

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

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Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.

Fixed-Income Annuities Can Enhance Retirement Portfolios, Morningstar Says

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FIAs with lifetime income guarantees merit consideration by retirement planners in some situations, the firm says.

Uncertain Economy Has Derailed Retirement Planning For Many Americans, Study Says

by FA Staff

Americans are struggling with inflation, market volatility and other financial woes, the Allianz Life study found.

CAPTRUST Acquires Texas Firm With $710M In Assets

by FA Staff

Omega Wealth Partners adds to Raleigh, N.C.-based CAPTRUST's growing presence in Texas.

Is The Great Asset Shift For Real?

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Financial Advisor asked investment specialists how they're shuffling portfolios in a high-interest-rate world.

Students Anxiously Await New Student Aid Rules

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Will the Department of Education's December debut of the simplified FAFSA form meet expectations or receive an F?

Dynamic Retirement Spending For Changing Times

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Retirement doesn't look the same as it did three years ago. Here's how you can help clients turn their assets into income to meet their spending needs.

Capital Group: Retirement Plans Add Growth, Stability To A Practice

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There's never been a more compelling time to add retirement plan services, the firm says.

Pennsylvania Team With $400M In Assets Rejoins LPL

by FA Staff

Individual Financial Services was previously with Cambridge Investment Research.

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