Insured Retirement Institute

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  11 Senators Unite on Resolution to Protect Retirement Tax Incentives

  By Melanie Waddell, AdvisorOne  |  December 7, 2012

  With fiscal cliff negotiations putting tax incentives for retirement savings potentially on the chopping block, 11 senators have voiced their support for the employer-based retirement system by joining forces on a Sense of the Congress resolution.

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  ‘No Timing’ on VA Summary Prospectus: SEC’s Nash

  By Melanie Waddell, AdvisorOne  |  November 1, 2012

  Nash also said she “couldn’t predict” where such a rule proposal falls among the SEC’s priorities.

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  New Hire Roundup: Mozzocci Goes to Cantor Fitzgerald

  By Marlene Y. Satter, AdvisorOne  |  October 24, 2012

  This week in new hires, Cantor Fitzgerald Investment Advisors welcomed Theresa Mozzocci, and BondDesk announced that Howard Edelstein would add the role of CEO to his position as chairman.

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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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  New Hire Roundup: U.S. Bank Names Jeppson CIO of Private Client Group

  By Marlene Y. Satter, AdvisorOne  |  October 3, 2012

  This week in new hires, Mary Martuscelli joined The Private Client Reserve as west region president, and Moss Adams announced a transition in leadership.

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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 Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles

  By Marlene Y. Satter, AdvisorOne  |  September 20, 2012

  This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.

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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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  IRI: Income Disparities Lead to Retirement Shortfall for Women

  By Danielle Andrus, AdvisorOne  |  August 2, 2012

  Income disparities between men and women have led to a retirement shortfall of between 25% and 30%, a report released Tuesday by the Insured Retirement Institute found.

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  New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor

  By Marlene Y. Satter, AdvisorOne  |  July 24, 2012

  This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.