by
Dorothy Hinchcliff
Financial advisors may find that a significant number of prospective
clients have money sitting in old 401(k) plans, if new Fidelity research
is any indication.
by
Karen DeMasters
Investors who held onto 2010 target-date funds through the 2008 market crisis
made modest gains for themselves, and the
funds now being created are expanding to include nontraditional asset...
Average balances of 401(k) retirement plans reached the highest level since Fidelity Investments began tracking account values in 1998.
Prudential Financial Inc., the second-biggest U.S. life insurer, said
first-quarter profit decreased 13% on losses tied to derivatives.
by
Karen DeMasters
More women than men are worried about having enough money in retirement. Other differences in women's attitudes are important for advisors to know so they can work with them effectively.
by Ary Rosenbaum
Dramatic changes in the 401(k) business offer plenty of opportunity for top-notch financial advisors to increase their business.
by Michael Lissner
Too many plans are mismanaged. What can we do about it?
by W. Michael Montgomery
Doors to new business open for financial advisors who can offer 401(k) multiple employer plans to small business clients.
by Mike Sheets
Advisors often overlook the hidden potential in managing 401(k) assets for foundations and other nonprofits.
by Dan Moisand
A soon-to-be-published paper has a lot of advisors debating what kind of spending plans are appropriate for their clients.
by Don Schreiber Jr.
Many advisors use a systematic withdrawal plan from growth funds to provide income for retired clients. That approach fails during bear markets...
by Robert Laura
Today's world demands that advisors help clients plan for everyday life in retirement.
by
Karen DeMasters
Nearly half of all advisors are missing out on a lot of business they
could obtain by helping people roll over employer sponsored retirement
plan assets, says a new study.
With U.S. unemployment averaging 8.9%, so-called double-dipping
by tens of thousands of government workers nationwide is drawing
increasing scrutiny.
by Somnath Basu
Advisors don't need to rely on complicated models to help clients avert losses.
Retirement savings in the U.S. may swell to $4 trillion over the next
four years and the nation's largest banks are angling for a bigger share
of that money.
Pennsylvania now has the third-largest percentage of residents older than 65. Here's why.
by
Karen DeMasters
What should a client do if she retires right before a severe market slide, turning any previous planning topsy-turvy?
by
Karen DeMasters
A big opportunity exists for financial advisors to build business by helping small business owners provide retirement plans to their employees--and then do personal financial planning for the owners...
by
Putnam Investments has announced plans to launch new funds and a planning tool to help advisors work with retirees and soon-to-be-retirees to develop monthly income flows.
