Updated Monday, March 2, 2015 as of 7:34 PM ET
These Pitfalls Could Derail Clients' Savings: Retirement Scan
Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account.
More in Investment Insights
Heavy fluctuations in stocks have increased in recent years. Here's one solution for advisors and their clients. more »
Retirement savers may consider rolling over their 401(k) assets to an IRA if they want to consolidate their retirement accounts and have an easier time managing their savings; Plus, the hidden threat to retirement. more »
Plus, how clients can avoid tax blunders, and why they shouldn't always stick to the standard sequence for tax-efficient portfolio withdrawals for retirement planning. more »
Financial advisors and academics are helping retirees ensure their spending plans are on track by offering drawdown strategies that can adjust to age, account balance and other factors; Plus, five benefits of a capital gains retirement strategy. more »
Meet the investor of tomorrow. Based on a roundup of recent polls, here are some of the most important themes for advisors to consider. more »
Advisors should advise clients to avoid buying a one-size-fits-all product and to check offerings by as many carriers as possible before making a decision; Plus, how to counsel pre-retirees who want to give financial assistance to their adult children. more »
Pension plans grew 89% over the last 10 years, while GDP increased just 42%; Plus, provision in budget proposal that would prevent high-income workers from contributing to their 401(k) plans. more »
A few guidelines can help advisors identify the sectors and companies likely to be tomorrow's standout dividend payers before they're obvious. more »
Clients who are financially knowledgeable incurred annual investment returns that are 1.3% higher compared with those who are not; Plus, the disadvantages of a retirement buckets strategy. more »
Deutsche Bank said it’s working to boost its investment in green bonds to 1 billion euros ($1.1 billion), joining competitors including Citigroup and Barclays in tapping profit from the quickly growing market. more »
Paul McCulley is leaving Pacific Investment Management less than a year after rejoining the firm, a departure that further diminishes the influence of co-founder Bill Gross at the $1.68 trillion money manager. more »
Experts recommend that employers be more flexible with workers who borrow money from their 401(k) plans, such as giving more time for repayment or allowing loans to be rolled over to the next employer's plan. more »
Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserve’s January meeting signaled many officials were inclined to keep interest rates near record lows for longer. more »
The March Issue is now online!


Industry Events

March 4, 2015 |

April 22, 2015 | Plantsville, Conn.

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

Already a subscriber? Log in here