Practice

Pensions and endowments have used liability-driven investing for years, but is it feasible as a retirement income strategy at the individual level?

By now, most advisors have gotten the memo: the long-held conventional wisdom about the 4% rule no longer reigns supreme in the face of longevity projections and predicted long-term stock market returns. But they needn't worry.

We are reaching out to the top producers from our past BIC Top 50 lists to solicit their advice on how they achieved their success. Here are two of their responses.

Scarlett (Yuanyuan) Che, Rianka Dorsainvil and Phuong Luong will be honored for "working to encourage diversity in the financial planning profession and the population served."

After an advisor was terminated by his firm, the tussle over the departure contract had just begun.

Pamela Grace Musiimire was barred for allegedly attempting to bamboozle two customers.

A Wells Fargo advisor managing $115 million in assets has left the wirehouse for Raymond James & Associates.

Dueling data muddies Social Security Debate; Split up Social Security when couple splits up?; Beyond Medicare's ratings, picking a nursing home

Adding some guaranteed income to a portfolio drawdown strategy can provide longevity insurance, but there can be downsides to including annuities in a retirement plan.

PageOne Financial denies SEC charges that the RIA aimed to fund its own sale with commissions from advisor clients.