Study found that Vanguard ETFs capture about $5.5 million in assets per advisor vs. $5.7 million for iShares. …
Fixed annuities post quarterly increases, as well.…
What kind of boomers are your clients? …
Like the ghostly voice in “Field of Dreams,” Rahm Emanuel’s “you never let a crisis go to waste” comment will haunt us for some time.…
Targets employees of businesses that don’t currently offer retirement plans…
Among boomers more than five years away from retirement, "living within a fixed income" is the top retirement focus. …
MDRT determined six things advisors need to know about their clients and six actions advisors should take to work successfully with them.…
Boomers equate financial security with the ever more elusive American dream…
When the president refers to ‘shared sacrifice’ and derisively to ‘tax cuts for the rich’ to whom is he referring?…
Pace of filings slows as benefits, fees increase…
The list of worries for these investors broadens and deepens.…
Survey also shows that more Americans think financial planners have become more important in the last two years.…
The presumption that an individual will use Social Security in a "substantial way" increases the nearer retirement looms. …
A high percentage of Americans—even in upper-income categories—are likely to run short of money after 10 or 20 years of retirement.
…
The Dodd-Frank Wall Street Reform and Consumer Protection Act, and its 533 new rules, is now law (in contrast, Sarbanes-Oxley had 16). …