by
Jeff Schlegel
If financial advisors plan ahead, they will have an opportunity to
capture a portion of the nearly $6 trillion in expected 401(k)
rollovers over the next decade.
by
Dorothy Hinchcliff
U.S. fixed annuity sales are soaring and even variable annuities didn't take as big of a hit as the S&P 500, according to reports on first quarter sales of annuities.
by
Dorothy Hinchcliff
Five out of 17 mutual fund firms studied by Corporate Insight were
judged to provide a comprehensive set of Web-based tools to keep
advisors informed of market changes.
by Mary Rowland
A consultant makes the case for life insurance being treated as an asset class.
by David J. Drucker
Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?
by J. Michael Martin
As advisors probe for answers, many have begun to examine their basic big-picture assumptions about the world in which we live and earn our living.
by Roy Diliberto
Our job is to put things into perspective for our clients and help them focus on living their lives.
by
Dorothy Hinchcliff
New York's former deputy comptroller and a top political advisor were
charged by the SEC with
extracting millions in kickbacks from investment firms.
by
Dorothy Hinchcliff
Retirement plans have lost nearly a quarter of their value in this economic crisis, according to a new study.
by
Dorothy Hinchcliff
Men less than 35 years old are much less likely to ask for outside
financial help with their retirement ...
by
Dorothy Hinchcliff
Two members of the Financial Planning Association testified to Congress on the impact of the failing markets ...
MoneyAisle.com Shows Competing CD Rates
Financial advisors can view competing CD rate offers from numerous banks in real time through
by Greg Rudd
Financial planners will find themselves increasingly needing to develop
a more personal understanding of their aging clients, and not just
because it's a smart business play.
by Marla Brill
Fund manager Andrew Stenwall says high-yield bonds are likely to outperform.
by Marla Brill
Look for more narrow market niches and investments with low stock market correlation in 2009.
Donor-Advised Charitable Giving Grows
Despite the economy, grants to charities through some of the largest donor-advised funds are up...
What's the current version of a dream retirement? To some, making sure there's enough money to pay for...
by Mary Rowland
Wouldn't it be nice if we could use 401(k) money to buy annuities with pretax dollars?
Directed trusts may work for small-business clients nearing retirement who don't want to sell their companies.
by William R. Dyess and Harold Evensky
Understanding the significant differences in two kinds of LTC policies will help you better serve your clients.
