Tag: Retirement Income

Protecting aging clients is advisers’ foremost ethical concern.

Supporters say the California Secure Choice Retirement Savings Program will provide a voluntary, low-risk, auto-enrollment retirement savings plan for many uncovered workers in the state. 

More affluent clients of advisory firms often seek out the latest services and strategies—making the group a helpful barometer of investment industry trends and challenges. 

Investors are clearly feeling stressed out by the markets and their wider retirement savings outlook—but they’re also showing an impressive amount of restraint when it comes to managing...

Employers increasingly view managed accounts as a powerful talent attraction and retention tool.

Sometimes it just takes a little insight to dispel a lot of fear and uncertainty—especially when it comes to financial planning and the future cost of health care. 

Introducing the expansive 2016 Guide to Retirement, JP Morgan researchers cited ample evidence that 7% or 8% annual return assumptions will not hold in coming years and decades. 

A survey reveals lessons from retirees for planning to pay expenses in retirement.

Research from LIMRA Secure Retirement Institute finds more Americans are entering and living in retirement with a mortgage representing their biggest source of debt.

Seventy-six percent believe they will be worse off than their parents.

New tool from Jackson and Morningstar offers advisers the ability to create client-specific tax illustrations in real time. 

Users of the web-based retirement planning platform RetireUp are now able to model and illustrate fixed-income annuities from Allianz Life Insurance Company directly within client retirement income models. 

A new report from the Center for Retirement Research at Boston College finds employee engagement and workplace happiness have a serious—and sometimes counter-intuitive—influence over retirement planning.

DC plan sponsors need to be educated to overcome myths and fears about including guaranteed income options in their plans.

Far and away the most financially stressed generation of U.S. investors, Gen X is clearly a good target for advice. 

Any discussion about improving lifelong financial security should include discussions about managing student loan debt, researchers conclude.

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.

Ongoing withdrawals from savings could jeopardize people’s future, LIMRA says.

With only a little more than a third of the working population able to live comfortably while saving for retirement, it’s clear advisers would benefit from a strengthening...

It may be time to revisit standard income replacement rates, says a research paper.