IRI Insight – Fall 2016

Posted on September 23, 2016

The United Kingdom’s decision to leave the European Union caught the markets by surprise, setting off a new wave of volatility. Markets have since rebounded and soared to new heights, leaving many clients confused and asking questions. The fall edition of IRI Insight features insights from market strategist — including Prudential Financial’s Quincy Krosby, AXA’s Laurence Boone, as well as Franklin Templeton Investments' Michael Hasenstab and Ed Perks — who offer their perspectives to help advisors address clients’ questions.

Also in the fall issue of the IRI Insight:

  • The worldwide selloff following the Brexit was a fresh reminder that volatility is major concern for clients. To help clients avoid making emotional decisions, Symetra’s Rich LaVoice discusses strategies advisors can utilize to guide clients through volatile times.
  • Most advisors expect the Department of Labor (DOL) fiduciary rule will require them to make changes to the way they conduct business. As such, they have lots of questions about the rule. In this Insight feature, IRI offers responses to their most pressing questions.
  • The first Baby Boomers are reaching the critical RMD age of 70 ½. With so many clients soon to be impacted by RMD rules, Brandon Buckingham of Prudential Annuities reviews these rules and identifies strategies for effectively managing distributions.
  • Much of the conversation around retirement planning focuses on how much clients should save, but Andrew Bucklee of Lincoln Financial Distributors believes equal attention should be paid to where they save, and what tools they’ve put in place to ensure wealth is protected.

Click here to download the fall issue in PDF format or read below.