Advisor Sales Strategies

As baby boomers look ahead to retirement, they'd prefer a home that is affordable, accessible to medical care and close to family. But an Associated Press-LifeGoesStrong.com poll finds that amid a shaky economy, few think it's likely they'll move in retirement.

A new rule regulating fiduciary investment advice wont necessarily affect the way large 401(k) providers do business, but it will give many smaller companies the opportunity to bundle investment advice as part of their 401(k) and IRA plans.

The Department of Labor is investigating broker-dealer and registered investment advisors services to ERISA retirement plans.

This week I took a look at whether premiums can be used to predict claims. Unfortunately, claims paid are only required to be reported on health policies that use experience related contracts, which represent a very small minority (around 7 percent) of health plans filed.

The number of defined contribution plans offering a sustainable and responsible investing (SRI) choice could double in the next few years, according to a new study by the US SIF Foundation and Mercer.

A new report by the Transamerica Center for Retirement Studies has found that despite the gloomy retirement outlook among many American workers, one in five expect to retire before age 65.