Cathy Weatherford

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  Desperately Seeking Women: IRI Research Explains Advisor Gap

  By Joyce Hanson, AdvisorOne  |  May 7, 2013

  Careers in the financial advising field are expected to grow at twice the rate for all jobs between now and 2020—but where are the women?

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  Boomer Retirement Expectations Are Grim: IRI

  By Danielle Andrus, AdvisorOne  |  April 9, 2013

  Boomers’ retirement confidence continues to slip, the Insured Retirement Institute said in a report released Monday.

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  Altering of 401(k) Tax Incentives Alarms Retirement Industry

  By Danielle Andrus, AdvisorOne  |  March 25, 2013

  With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.

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  Top 20 Companies for Annuity Sales in 2012

  By Melanie Waddell, AdvisorOne  |  March 21, 2013

  Total sales of annuity products reached $219 billion in 2012—the lowest level since 2005, according to LIMRA.

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  Taxes, Social Security Weigh on Boomers’ Retirement Planning

  By Danielle Andrus, AdvisorOne  |  March 18, 2013

  More than half of middle-income boomers said they would save less for retirement if income taxes rose, according to the Insured Retirement Institute.

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  Social Security COLA Could Be Offset by Higher Medicare Premiums: IRI

  By Melanie Waddell, AdvisorOne  |  October 16, 2012

  “This reflects the growing trend of health-related expenses eating into retirement income,” the IRI president said.

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  Boomer Solution to Retirement Shortfall: Work Longer

  By John Sullivan, AdvisorOne  |  September 26, 2012

  Finally—an answer to a problem plaguing baby boomers.

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  New Professional Retirement Designation Added by American College

  By Joyce Hanson, AdvisorOne  |  August 20, 2012

  “Practitioners have told us they need more information about retirement income strategies in order to better serve their clients,” says American College President and CEO Larry Barton.

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  SEC ‘Seriously Considering’ Simpler VA Prospectus

  By Melanie Waddell, AdvisorOne  |  June 26, 2012

  Investor demand for an alternative to the 150- to 300-page VA prospectus remains strong, according to a just-released survey by the IRI, and the SEC is “seriously considering” approving shorter documents.

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  IRI Research to Serve as ‘Backbone’ to One-Stop Licensing Clearinghouse

  By Melanie Waddell, AdvisorOne  |  June 25, 2012

  IRI announced Monday a new research initiative to identify regulatory burdens facing BDs that impede their ability—and their advisors’ willingness—to sell lifetime income products.