News

IMHO: Cost of Living 'Adjustment'

A couple of weeks back, the Social Security Administration announced that, for the second year in a row—but only for the second time since 1975—there...

The Redefining of Retirement Continues

Merrill Lynch's “Affluent Insights Quarterly Survey” finds although affluent Americans are feeling more financially secure this year than last, 61% are expecting to retire later than originally planned.

Benefits and Methods of Client Segmentation

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to...

IRS Announces 2011 Benefit Limits

The Internal Revenue Service (IRS) on Thursday announced that the 2011 deferral limit for 401(k), 403(b) or 457(b) plans and the federal government’s Thrift Savings Plan is unchanged...

AdvisorVision Keeps Plans in Focus

A recent upgrade to AdvisorVision monitors retirement plans and automatically alerts advisers when something in the plan requires their immediate attention.