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Showing how good or bad luck shapes retirement lifestyles
IncomePath software from Tamiko Toland and Michael Finke was inspired by the work of William Sharpe.
Demographic time bomb set to hit financial advice industry
The country’s advisors are retiring, along with their baby boomer cohorts, exactly when those clients need advisors' services the most.
Philanthropy resources for advisors
Jennifer Lehman highlights information that advisors can employ to amplify their impact on their clients.
Study on Social Security says it pays to wait for payouts
A report by Wade Pfau and Steve Parrish concludes that retirees might not be willing to invest aggressively enough to ensure that claiming early and investing the proceeds generates high enough returns.
Blanchett leaves Morningstar to head retirement research at QMA
His role will involve positioning Prudential’s investment arm for the retirement income challenge.
Vetting annuities for 401(k)s not an easy task
While it's simple to choose annuity providers based on price and payout rates, those costs and rates can change frequently, so the best options today might not be as good in several years, a new report concludes.
401(k) defaults linked with lower CARES Act withdrawals
An academic paper this week found that early withdrawal requests increased most among savers who build their own portfolios
