Advisor Sales Strategies

A recent study by the Society of Actuaries found an increased need for risk management and financial advisement in retirement planning.

Last summer, the SEC took a simple task – leveling the playing field between the different entities that can legally provide investment advice – and made a political hot potato out of it.

A group of prominent financial industry, education, and advocacy organizations have joined together to create the National Retirement Planning Coalition and raise public awareness of the need for retirement planning. Their main event, National Retirement Planning Week, begins April 11.

The percentage of workers who are not confident they'll have money to live comfortably in retirement has plummeted to the lowest since EBRI began its research survey.

The 2011 economic attitude is often called the Age of Cynicism, the Post-Trust Era, even the Post-Madoff Era. In other words, consumers likely do not ...

U.S. retirement plan providers are challenged with record cost troubles, and many are dropping offered benefits or looking to rebalance funding between employers and employees, according to a new BNY Mellon Asset Servicing study.

Here's the scenario: You meet with someone new to you. Let's say you visit a prospect at his office. Our experience is that you have ...

Retirees still require a large savings to cover out-of-pocket health expenses in retirement, despite the reduced retirement health costs the new health reform law brings, according to a nonpartisan Employee Benefit Research Institute report.