retirement products

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  Carving Out an Indie Niche; Boosting Client Communication: June Research—Slideshow

  By Editorial Staff  |  May 25, 2012

  The cover story of Research magazine's June issue, "Exploring Independence," looks at how ex-wirehouse advisors are carving out distinctive niches to build successful advisory practices.

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  New Hire Roundup: Wickersham Joins ByAllAccounts; Linton Goes to Salient

  By Marlene Y. Satter, AdvisorOne  |  February 22, 2012

  This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.

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  Senate Bill Threatens Life of Stretch IRAs

  By Melanie Waddell, AdvisorOne  |  February 21, 2012

  Industry trade groups are up in arms over a provision in a Senate highway bill that would reduce the value of inherited IRAs, commonly referred to as stretch IRAs, and are determined to have it removed.

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  Retirement Master

  By Jane Wollman Rusoff  |  December 26, 2011

  At 31, Marcia Mantell was thrilled to step into retirement. Not her own — but the burgeoning financial services’ retirement industry. The year was 1992.

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  2011 Advisor Hall of Fame; Experts Assess 2012: December Research—Slideshow

  By Kenneth Silber, Research  |  November 22, 2011

  The December issue of Research magazine showcases the 2011 Advisor Hall of Fame. Now in its 21st year, this annual feature is a benchmark of excellence in the industry. Another highlight: the Research Roundtable looks ahead to 2012. This expert panel convenes annually to assess how market developments will play...

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  Advisors Shift Portfolio Techniques

  By Ed McCarthy, CFP  |  June 10, 2009

  In response to the market downturn, financial advisors are adjusting how they construct and manage portfolios to meet the income needs of clients living in retirement, says a new report published by GDC Research and Practical Perspectives.