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.
ERISA experts break down what advisors should know about the final rule. Also in this issue, strategies to boost Boomers’ confidence, helping clients navigate the cost of college, Franklin Templeton’s 2016 RISE results, and new tools for advisors.
Two Social Security claiming strategies will soon end. The IRI Insight details these changes and what advisors should know. Also in this issue, how to leverage social media, changes for tax filing season, and guiding clients through uncertainty.
Planning experts examine how new lifetime income strategies are being used to satisfy client needs. Also in this issue, changes impacting savers and retirees in 2016, and new options available for retirees who are not yet eligible for Medicare.
IRI unveils new research on Millennials and explores strategies for engaging this market. Also in this issue: IRI testifies on DOL’s fiduciary rule proposal; new surveys offer fresh perspectives on consumers’ retirement concerns; and more.
Voya Financial’s Kevin Lehman explains how turning estate planning into legacy planning can preserve wealth and family bonds. Also in this issue: maximizing wealth transfers, guaranteed income in 401(k)s, managed volatility strategies, and more.
Executives from Jackson National, Jefferson National, and Prudential discuss how annuities can help your clients manage the impact of taxes. Also in this issue: long-term care needs highlighted and investing in a rising rate environment studied.
Jefferson National CEO Mitchell Caplan explores retirement income planning with investment-only VAs. Also in this issue: asset allocation and annuities; financially supporting retired parents; tax planning with life insurance; and more.
In this issue, retirement experts explore the Treasury Department's new longevity annuity rule. Also in this issue, year-end tax planning, strategies to reduce Medicare income surcharges, the role of alternatives in a portfolio, and more.