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Financial Advisor March 2005 Evan Simonoff |
Editor's Note The task of generating an income stream that a retiree can survive on without draining all their assets grows more challenging each year.  |
Investment Advisor September 2005 Greg Salsbury |
Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.  |
Financial Planning May 1, 2010 Donald Jay Korn |
Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time.  |
Financial Advisor October 2005 Gregory Bresiger |
Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio.  |
Financial Advisor June 2006 Tracey Longo |
Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs.  |
Financial Advisor March 2005 Jeff Schlegel |
Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates?  |
Investment Advisor December 2009 James J. Green |
Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium.  |
Financial Advisor July 2005 Dan Moisand |
No Easy Answers Retirement withdrawal rates remain the subject of much debate for financial advisors and clients alike.  |
Registered Rep. November 1, 2005 Lynn O'Shaughnessy |
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc.  |
Financial Advisor December 2009 Dorothy Hinchcliff |
Bright Spots Experts from around the country tell more than 500 attendees at the Financial Advisor Symposium how to make the most of a difficult economic climate.  |
Financial Planning February 1, 2011 Donna Mitchell |
Investing for Retirement A roundtable discussion with six industry experts gleans some of the best ideas on how to help clients maximize opportunities during their peak working years and lay sound plans for the next phase.  |
Financial Advisor June 2010 Eric Uhlfelder |
Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals.  |
Financial Advisor December 2005 Tracey Longo |
Strategies For An Uncertain World Opportunities aplenty, for advisors ready for a bumpy ride into the future: More than 1,200 investment advisors and other professionals from around the country converged to attend the 8th Annual Financial Advisor Symposium, an event designed to show advisors how to move their firms to the next level success.  |
Financial Planning May 1, 2010 Donna Mitchell |
The Analyst William P. Bengen's work created a whole new financial planning subject-retirement income planning, now at the top of the industry's agenda.  |
Financial Advisor August 2008 Jef Schlegel |
The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans?  |
Financial Advisor March 2011 Bruce W. Fraser |
Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how.  |
Financial Advisor November 2011 Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.  |
Financial Planning February 1, 2007 David Macchia |
Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income.  |
Registered Rep. April 30, 2010 Jerry Gleeson |
What? Me Worry? Boomer Retirement Attitudes Fall Short, Report Finds Boomers seem to be lacking a sense of urgency about preparing for retirement in light of the financial collapse.  |
Financial Advisor June 2012 |
Murray: Retirement Income Boils Down To One Issue Nick Murray, an author who also publishes a newsletter and provides a spot coaching service, stressed that advisors must focus on whether the income is going to outlive the people or are the people going to outlive the income?  |
Financial Planning February 1, 2008 Elizabeth O'Brien |
Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow.  |
The Motley Fool August 4, 2008 Todd Wenning |
A Longer Retirement Than You Ever Dreamed Of Will you have enough money when you turn 100?  |
Financial Advisor November 2006 Tracey Longo |
Conference Roundup Meeting the demands of baby boomer clients led content at the 8th Annual Financial Advisor Symposium.  |
Registered Rep. October 1, 2006 Kristen French |
It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time.  |
On Wall Street September 1, 2008 Parisi & Leung |
Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?  |
Financial Planning February 1, 2007 Joel Bruckenstein |
Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably.  |
Financial Advisor July 2006 Bruce W. Fraser |
Bonus Content - A New Golden Pond A new generation of baby boomers faces retirement -- and new uncertainties. Advisors are going to have to not focus just on asset accumulation for clients but also on expense management to protect clients from outliving their assets.  |
Financial Planning September 1, 2007 Jim Grote |
What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation.  |
On Wall Street November 1, 2010 Gallant & Schneider |
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.  |
Financial Advisor July 2008 Tracey Longo |
Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions.  |
Financial Planning April 1, 2007 David J. Drucker |
Doing Decumulation Isn't "decumulation planning" the same retirement income planning process independent advisors have engaged in for decades?  |
Investment Advisor April 2006 Melanie Waddell |
Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world.  |
Financial Advisor October 2006 Mary Rowland |
The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning.  |
Financial Advisor June 2005 Joel P. Bruckenstein |
A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve.  |
Investment Advisor June 2007 Kara P. Stapleton |
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.  |
On Wall Street April 1, 2010 |
Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities.  |
Registered Rep. November 1, 2002 Pamela J. Black |
How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.  |
Financial Planning December 1, 2006 Marshall Eckblad |
The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.  |
Financial Advisor November 2007 Tracey Longo |
Sixty Is The New Forty Financial advisor symposium attendees hear how to restructure practices for retiring boomers.  |
Financial Advisor January 2005 Gregory Bresiger |
Rewritting The Rules Many older Americans don't plan to retire-either because they want to, or have to stay working. It's expected that many baby boomers are going to need financial planning and advice, but not the kind that their grandparents and parents did.  |
On Wall Street January 1, 2010 Matthew Leung |
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.  |
Financial Advisor December 2007 Lewis Walker |
Retirement As A Mess Of Maybes Helpful advice is everywhere, but retirees and preretirees may wonder if financial advisors are creating a numerical Tower of Babel.  |
Investment Advisor October 2007 Lauren Barack |
The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too.  |
Investment Advisor September 2006 Mark Tibergien |
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.  |
Financial Advisor July 2011 Jeff Schlegel |
The Coming Retirement Wave Are Americans financially prepared for life after work?  |
Financial Planning August 1, 2007 Marshall Eckblad |
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.  |
Financial Advisor August 2007 Tracey Longo |
What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.  |
Financial Advisor October 2007 William Glasgall |
The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.  |
Financial Planning August 1, 2007 Li et al. |
Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well.  |
Registered Rep. November 1, 2004 Chris O'Leary |
The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments.  |