Holiday Cheer

Forget doom-and-gloom. Recent research suggests that the Crash of 2008 will not prevent most Boomers from retiring as planned.

Ally, Ally, InFRE

The International Foundation for Retirement Education, directed by Kevin S. Seibert, CFP, has been certifying retirement advisors since 1997. Now the certifier itself is certified.

Dubya’s Lingering Gift

Tax rates are obviously northbound. So high-bracket folks should convert to Roth IRAs next year, right? Not necessarily, advisors told us.

It’s Reigning Buckets

Envestnet's new PlanHorizon income distribution method resembles other 'bucket methods' like IFLM and RetireSense, but also integrates the bucket method into the firm's full-service investment and administrative platform for independent advisors.

Nuances of Insurance Wholesaling Revealed

Agents prefer different business practices depending on their years in the industry and whether they're captive or independent, a Mintel survey shows.

IRI Says It’s “Time to Feel Free” Again

With its first-ever web video, the Insured Retirement Institute says as much about its own post-NAVA makeover as it does about the hipness of guaranteed retirement income. The one-minute effort to get Boomers thinking about retirement is intended for viral dissemination.