Advisor Sales Strategies

A quarter of retirees dont believe their lives are better now that they are retired, according to a poll by NPR, the Robert Wood Johnson Foundation and the Harvard School of Public Health.

A savings-to-employment income ratio can help clients take control of their retirement planningand strengthen your business in the process

These are not the best of times for the great U.S. mutual fund industry.

A large number of financial professionals plan to ramp up their retirement income planning practices over the next few years, according to a new study by the Principal Financial Group.

I get tired of reiterating studies on the shortfall between pre-retirement preparedness and post-retirement reality. But that doesnt mean workers should ignore the message; it just means they should filter the noise.

A recent report by Cogent Research shows there has been a shift in advisors commitment to their current fund companies. In its 2011 Advisor Brandscape report, the research firm reported on advisor trends and product usage among 1,643 retail investment advisors across all major distribution channels.