Advisor Sales Strategies

A new study suggests that even fewer American households have reached the point where they have at least $100,000 in investable assets, a wealth benchmark thats a good sign of retirement preparation.

The regulatory reform advisors are facing is nothing less than stunning, Amy Glynn, president of Pension Resource Institute told attendees on Monday at the Center for Due Diligences 2011 conference. Broker-dealers have been managing their businesses in a silo manner, she said, something that will have to change as rules...

The Los Angeles office of Lockton Retirement Services today announced the launch of its new Retirement Readiness Practice and proprietary suite of consulting services to help employers mitigate increased costs associated with an aging employee population who are deferring their retirement beyond 65 years of age.

How getting a hair cut allowed me to discover a simple metaphor for a complicated theory in behavioral finance.

Forty percent of Americans over the age of 18 and not yet retired save no money each month toward retirement, according to an eNation survey, conducted on behalf of LIMRA Retirement Research in October.

Two retirement industry associations recently expanded their focus, citing a changing regulatory environment and a lack of representation in Washington as the main reasons for the overhaul.

Worker skepticism about having enough money to retire comfortably has taken a nosedive in a new national survey.

Making retirement a reality doesnt just mean saving more in a 401(k) or IRA. Sometimes you have to take into account every part of your financial picture before you can come up with a plan that will keep you happy in retirement.