Morningstar

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  Two

  By Richard Hoe  |  April 25, 2013

  The 4 percent rule is still valid ... as long as you invest wisely.

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  Withdrawal

  By Richard Hoe  |  April 18, 2013

  Putting the 4 percent withdrawal rate rule to the test.

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  BetaVest’s ClearPath: Improving investment outcomes

  By Richard Hoe, ChFC, CLU, AEP  |  April 1, 2013

  There are essentials to investing well, yes? First, you need to know where the customer is going.

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  The next evolution of in-plan guarantees

  By Bob Melia  |  March 29, 2013

  The next phase of income solutions has providers expanding their target date options to include in-plan income benefits and guarantees that offer participants a guaranteed income benefit at retirement.

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  When to begin Social Security? Even advisors aren’t sure.

  By John Sullivan, AdvisorOne  |  March 29, 2013

  An optimal Social Security claiming decision can generate 9.15 percent more income for a hypothetical retired married couple.

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  The 4 percent myth

  By Brent Welch  |  March 21, 2013

  Two studies show living on 4 percent might not be doable for many near-retirees.

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  Taking down the Dow Theory

  By Tom Nawrocki  |  March 14, 2013

  Both Dow indexes are on a tear, but that doesn't mean as much these days.

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  Advisors cite biggest tech challenges

  By Warren S. Hersch  |  March 14, 2013

  Advisors cite lack of automation, integration as biggest tech challenges.

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  NerdWallet addition connects advisors, potential clients

  By Noah Guillaume  |  March 6, 2013

  Ask an Advisor platform helps advisors stand out online by constructing an enhanced web presence.

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  ‘Perfect storm’ drives fixed indexed annuity sales

  By Maria Wood  |  February 13, 2013

  Low interest rates, new distribution channels are propelling sales of FIAs, says Allianz’s Eric Thomes.