Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
What can you do to improve client retention during periods of market uncertainty? And beyond that, how can a downturn actually provide an opportunity to find new clients and build your business?
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.