This special feature from the Mid-November 2013 issue of Investment Executive covers building portfolios for longer life expectancies, protecting clients who marry late in life, using ETFs in a retirement portfolio, and much more.
November 12, 2013
This special feature from the Mid-November 2013 issue of Investment Executive covers building portfolios for longer life expectancies, protecting clients who marry late in life, using ETFs in a retirement portfolio, and much more.
November 12, 2013Ecuador, Panama and Malaysia top the list of foreign retirement destinations based on research by a U.S. firm. Retirees can live cheaply while enjoying amenities such as maids, good health care and pleasant weather
Longer, healthier lives are leading to more late-life marriages. But the financial implications can devastate families
Get ready for a whole new world of advising. With life expectancies now commonly stretching well into the 90s, financial advisors need to update their knowledge of the latest thinking about planning for very long lives. This includes carefully calibrated portfolios with guaranteed income components that also use equities to fight inflation
Many boomers are reluctant to stop working. Increasingly, fewer have to
More and more boomer clients are vowing to avoid the traditional decision to downsize out of their longtime home
Regulators are reporting a large number of complaints involving seniors’ accounts. Following a recent meeting on the issue, they are developing new guidance for advisors
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
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