RIS 2011

• 

  MFS’ Pozen Takes Aim at U.S. Deficit, Slams Target-Date Funds: RIS

  By Sherry Christie  |  October 21, 2011

  Éminence grise of investment management invites Retirement Income Symposium attendees to ponder 8.5% rates of return on state pensions.

• 

  Options Usage Means More High-Net-Worth Clients, Study Finds: RIS 2011

  By John Sullivan, AdvisorOne  |  October 19, 2011

  Advisors who use options have larger books of business and tend to be more experienced than advisors that do not use options.

• 

  Pozen Argues for $5T Plan to Cut U.S. Debt: Retirement Income Symposium

  By James J. Green, AdvisorOne  |  October 18, 2011

  Bob Pozen, the chairman emeritus of MFS Investments in Boston, has a long-term plan to cut the enormous U.S. debt, and it involves Social Security, “the only big number that we know how to solve.”

• 

  Retirement Income Symposium: Reynolds on Policy; Birke on Communication

  By James J. Green, AdvisorOne  |  October 17, 2011

  In Boston, Putnam’s Bob Reynolds makes the case for new retirement policy, while Commonwealth’s Kol Birke and David Juliano provide practical guidance on client communications.