May 21, 2012
With plan fiduciaries looking at costs more closely, passively managed funds likely to be attractive
May 20, 2012
Karen Folk's transition of her advisory practice to a younger partner was going pretty smoothly. Then the nightmares began. “One thing I was supposed to complete was a workload transition plan, which spells out what you do, how much time you spend on it...
May 20, 2012
About 90,000 white-collar retirees of Ford Motor Co. and the financial advisers who help them are facing a major decision: continue to receive a monthly check from the defined-benefit pension plan or leave the plan by taking a lump sum that the auto giant will likely offer over the next 30 to 60...
May 20, 2012
Some recent articles in InvestmentNews and SmartMoney, among other publications, have questioned the viability of the “4% rule,” which suggests that a long-term maximum withdrawal of 4% from a client's savings each year in retirement is a prudent rule of thumb....
May 17, 2012
LPL Financial announced that Sallie Larsen was appointed managing director and chief human capital officer. Ms. Larsen, who is based in San Diego and reports to Mark Casady, chairman and CEO of LPL, started on May 1.In her new role, Ms. Larsen will be responsible for guiding the company's...
May 15, 2012
Joins Board of Governance of RIIA's retirement income designation program
May 14, 2012
Gun-shy employees keen on investments that provide guaranteed income; little interest in diversification
May 13, 2012
G uess which financial issue is uppermost in your preretiree clients' minds, yet one that they seldom will discuss with you? The answer — and a huge problem for society as a whole, as well as your clients, in particular — is health care....
May 13, 2012
The yet-to-be-named successor to Financial Planning Association executive director and chief executive Marvin W. Tuttle Jr. will have to figure out how to get the diverse — if not unwieldy — organization, back on a growth track. Mr. Tuttle, a 30-year veteran of the FPA,...
May 13, 2012
At a discussion panel last Tuesday at the NAPFA conference on selling a business to a junior partner, nearly every one of the 100 or so advisers in the audience said that they would like to buy or sell. But the audience raised questions about common obstacles. One...
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