Displaying 11 results
Is planning for age 95 longevity overkill?
With data drawing on 266 million cases, white paper suggests the rule of thumb can cause retirement plans to massively overshoot clients’ actual needs.
John Hancock inks longevity research partnership with MIT
The five-year, multimillion-dollar effort aims to produce a data-driven index to determine Americans’ readiness to live a good 100 years.
Americans want to live to 100, but can they afford a 30-year retirement?
Study reveals optimistic outlook for long retirement.
Retirement risks in the RIA world and how to manage them
Experts discuss life expectancy and other retirement risks faced by advisors and their clients at a recent RIA LABs webinar.
Financial advice in the 21st century
Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.
Market risk, longevity still worry plan participants
About 40% of retirement plan participants say they're unsure how to make their money last, an American Century study finds.
‘Be prepared for a new way of thinking’: MIT’s Coughlin
Joseph Coughlin spoke Wednesday as part of a presentation on longevity planning at the InvestmentNews Women Adviser Summit.
Millennials still lag in wealth accumulation, study finds
This generation's longevity, combined with the fact that they'll get less support from Social Security, poses a retirement income problem.
Don’t let ageism stop you from talking about longevity
The financial industry often denies the fact that clients are living longer than ever before
Retirement planning and biological age testing
Biological-age testing is becoming widely available, and though the technology is still in its early days, it could eventually help change retirement planning
How to better estimate life expectancy
Gauging how long your clients will live has major consequences for retirement planning.