The National Endowment for Financial Education is launching a new website specifically aimed at helping individual investors design their own customized retirement income plans. Brent Neiser, director of collaborative programs, said that the Greenwood Village, Colo.-based non-profit will be formally rolling out the site — decumulation.org — later this year, but added that the site is already operational and available to individuals. The new NEFE initiative attempts to arm individuals with the necessary tools and resources to create “retirement paychecks” that will allow them to properly draw down their assets once they stop working. Specifically, the site addresses a number of key questions about how to utilize Social Security benefits and maximize 401(k) savings, extract value from real estate holdings and account for rapidly changing — and likely increasing —medical costs during retirement.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
