IRI overviews the results from its annual Baby Boomer research. Also in this issue, how you can empower your clients to determine their best interests, advantages of QLACs, and retirement milestones to follow.
Industry executives discuss the future of advice. Also in this issue, the elements of a holistic retirement plan, DOL fiduciary rule compliance deadline approaching, helping clients get organized in 2017, longevity planning and more.
Market strategists provide their perspectives on Brexit. Also in this issue, guiding clients through uncertainty, addressing advisors’ most pressing DOL fiduciary rule questions, the first Baby Boomers reach the critical RMD age of 70 ½, and more.