Retirement Planning

BY KENNETH E. BENTSEN, JR., DALE E. BROWN, FRANK KEATING, DIRK A. KEMPTHORNE AND TIM PAWLENTY • Editor’s Note: The following commentary about the DOL’s ... Read more

WASHINGTON, D.C. – A wide swath of middle-income Americans are concerned about the potential outcomes that the Department of Labor’s proposed conflict of interest rule ... Read more

In testimony before the Employee Benefits Security Administration of the Department of Labor on Tuesday, NAIFA President Juli McNeely told the panel that the proposed ... Read more

There are plenty of good folks serving as financial advisors, says Mark Roberts, ChFC, FIC, who has worked in the industry for more than two ... Read more

SPRINGFIELD, Mass. – Results from a new true/false quiz reveal that only 28% received a passing grade when asked basic questions about Social Security retirement ... Read more

WINDSOR, Conn.— Nine in 10 consumers who work with a paid financial advisor* believe their advisor always puts their interests first, according to a new ... Read more

In a speech to AARP on Monday in Washington, President Obama called for tougher standards on brokers who manage retirement savings accounts as the Labor ... Read more

If demographics, statistics and anecdotal evidence are to be believed, there remains a big opportunity for insurance and financial advisors to flourish by successfully focusing ... Read more

When presenting research on the generations, I’m often asked why so much attention is given to Gen Y and so little to Gen X. LIMRA ... Read more