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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Investment Advisor
December 2009
James J. Green
Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium. mark for My Articles similar articles
Financial Advisor
July 2005
Dan Moisand
No Easy Answers Retirement withdrawal rates remain the subject of much debate for financial advisors and clients alike. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
March 2011
Bruce W. Fraser
Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how. mark for My Articles similar articles
Financial Advisor
November 2011
Jim Frederick
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
November 2006
Tracey Longo
Conference Roundup Meeting the demands of baby boomer clients led content at the 8th Annual Financial Advisor Symposium. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2006
Mary Rowland
The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2007
Tracey Longo
Sixty Is The New Forty Financial advisor symposium attendees hear how to restructure practices for retiring boomers. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
September 2006
Mark Tibergien
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age. mark for My Articles similar articles
Financial Advisor
July 2011
Jeff Schlegel
The Coming Retirement Wave Are Americans financially prepared for life after work? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles