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Comparing Asset Allocation Approaches in Retirement Income Planning

Sep 01, 2017

An important issue in retirement income planning is choosing and adjusting the retirement portfolio’s asset allocation over time. With retirement income planning, the goal is not just to accumulate wealth, but to have sufficient assets to meet income needs throughout retirement.

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3 Prospecting Principles That Pave The Way To A Rewarding Financial Services Career

Aug 30, 2017

For those new to the financial services profession, perhaps the biggest challenge is finding people to talk to about your products and services. The No.

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The Impact of 10 Cognitive Biases on Clients

Aug 23, 2017

The field of behavioral finance attempts to describe what most of us know intuitively – people do not always make rational choices. Why not? It’s part of being human.

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5 Ways Education Deepens Client Relationships

Aug 09, 2017

Today’s clients want financial advisors to do more than just assist with investment and asset management. They also seek advisors who can help them learn to use financial planning to achieve short- and long-term goals.

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5 Things to Tell Clients About Working Past Retirement Age

Aug 02, 2017

More Americans are saying “No” to retirement and working into their 60s and beyond. It’s the “new” old age.

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Annuities: Addressing Retirement Happiness, Advisor Objections, and Client Objections

Jul 28, 2017

In the following video series, Professor David Littell and noted retirement speaker and author, Tom Hegna, discuss the topic of income annuities and how they contribute to a retiree’s income and happiness throughout retirement, as well

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Social Media Compliance For Financial Advisors

Jul 27, 2017

Financial advisors have embraced social media networking wholeheartedly, and it’s clearly helping advisors expand their practices. In a 2013 study, only 49 percent of advisors said they gained new clients due to social media activities, but by 2016, 80 percent said social media activities we

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6 Ways to Improve Your Community's Financial Literacy

Jul 19, 2017

How big of a problem is consumer financial illiteracy? Statistics like the ones below show just how much Americans don’t know about managing money.

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11 Leaders in Retirement Income Planning You Need To Read

Jul 12, 2017


With the work of many leading retirement income planners accessible online, it’s never been easier to stay informed about the profession.


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Confronting the Retirement Risk Zone

Jul 07, 2017

 In this post we meet with two Australian researchers whose study of retirement income risks can be applied to client portfolios across the globe.

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