retirement income solutions

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  RIIA Names Peng Chen Academic Director of Retirement Management Analyst Curriculum

  By John Sullivan, AdvisorOne  |  November 6, 2012

  Chen will oversee and review the academic and scholarly direction of the evolving RMA curriculum.

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  New Retirement Pro Emerges From Altered Landscape

  By Ellen Uzelac  |  October 24, 2012

  How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.

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  How to Stop Clients From Being Hijacked by Fear: Noonan

  By Sherry Christie  |  October 5, 2012

  In his talk, “Disengagement: Creating the Future You Fear,” Tim Noonan of Russell Investments observed that lack of engagement in retirement planning is leading people toward the very financial insecurity they dread.

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  Top Portfolio Products: Muni Bonds from PIMCO & Global Bonds from T. Rowe

  By Marlene Y. Satter, AdvisorOne  |  June 8, 2012

  New products introduced over the last week include an indexed annuity offering a chronic care benefit from the Phoenix Cos. and five new volatility-weighted indexes from Compass Efficient Model Portfolios.

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  Peng Chen, Global Investment President, Leaves Morningstar

  By John Sullivan, AdvisorOne  |  May 31, 2012

  Morningstar announced Thursday that longtime Morningstar and Ibbotson executive Peng Chen will leave the Chicago-based research and investment firm at the end of June.

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  Morningstar's Chen Joins Curriculum Board for Retirement Management Analyst Designation

  By John Sullivan, AdvisorOne  |  April 5, 2012

  Peng Chen, president of Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.

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  Retirement Plan Investment Options Beginning to Decline: Aon Report

  By John Sullivan, AdvisorOne  |  December 9, 2011

  After a decade of increasing investment choices in defined contribution plans, employees want simpler, and employers appear to be listening.

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  New Prudential Website Focuses on Guaranteed Income

  By Danielle Andrus, AdvisorOne  |  November 15, 2011

  Prudential Retirement, a subsidiary of Prudential Financial, announced on Monday the launch of a new website to address retirement income needs.

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  Biggest Barriers to Lifetime Income Adoption: Fiduciary Liability, Insurer Insolvency

  By Melanie Waddell, AdvisorOne  |  September 14, 2010

  Retirement planning experts told the Departments of Labor (DOL) and Treasury on Tuesday that the main obstacles to widespread adoption by plan sponsors of offering lifetime income options within

• Passing It Along

  By Kara P. Stapleton  |  January 1, 2009

  Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink...