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Investment Advisor
August 2009
Melanie Waddell
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. mark for My Articles similar articles
Investment Advisor
September 2009
Lewis Schiff
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. mark for My Articles similar articles
Registered Rep.
October 1, 2006
Stan Luxenberg
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. mark for My Articles similar articles
Financial Advisor
June 2007
Thomas Scott
What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes? mark for My Articles similar articles
Financial Planning
September 1, 2008
Stacy Schultz
Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing. 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
Investment Advisor
March 2007
James J. Green
Your Partners' Role In Retirement Planning Schwab Institutional CEO sees a "giant psychographic shift" and "fantastic growth opportunity" for independent advisors. mark for My Articles similar articles
On Wall Street
February 1, 2010
Elizabeth Wine
Variable Annuities Are Down but Not Out Variable annuities had a tough 2008 and 2009 like everybody else. mark for My Articles similar articles
Investment Advisor
July 2008
Melanie Waddell
Drivers of Annuity Sales Assets in annuities will jump to $2.9 trillion by 2012 -- a compound annual growth rate of 7.9% -- sparked by demographic trends and product development that addresses both guaranteed income and principal protection. mark for My Articles similar articles
Financial Advisor
November 2007
William Glasgall
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. mark for My Articles similar articles
Financial Advisor
September 2006
Frank O'Connor
An Expensive Guarantee? Guaranteed Minimum Withdrawal Benefit (GMWB) features in variable annuities have grown steadily in popularity since first introduced in 2002. But financial advisors need to know if this feature is really worth the cost. mark for My Articles similar articles
On Wall Street
September 1, 2010
Matthew Leung
Here Today, Here Tomorrow - New Sources Of Income For Retirement It's official. Pensions and social security are no longer viewed as the primary sources of retirement income. mark for My Articles similar articles
Registered Rep.
August 12, 2011
Diana Britton
Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future. mark for My Articles similar articles
Investment Advisor
March 2007
James J. Green
The No-Load Alternative Pricing for Ameritas's VAs are simple and transparent. mark for My Articles similar articles
Financial Advisor
February 2006
Tracey Longo
A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers. mark for My Articles similar articles
On Wall Street
September 1, 2010
Allan Flader
Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years. 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
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
June 1, 2009
Paul Menchaca
Post-Boom It is no secret that as investors continue their flight to safety, the variable annuity boom has at least deflated, if not entirely gone bust. More conservative retirement products are now in favor. mark for My Articles similar articles
Financial Advisor
May 2012
Alan Lavine
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? mark for My Articles similar articles
Investment Advisor
March 2008
Melanie Waddell
Focus! There's plenty to think about when doing retirement planning for clients; read on for the priorities that you should be doing something about, right now. mark for My Articles similar articles
On Wall Street
January 1, 2012
John Diehl
Lifting The Cloud Over Annuities Anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market. mark for My Articles similar articles
Financial Advisor
February 2005
Tracey Longo
Guarantees Spur Income Variable Annuities Sales Burgeoning investor interest in guaranteeing some part of their retirement income, especially in this era of diminishing pensions, is spurring more companies to develop a host of new variable products and features. mark for My Articles similar articles
Financial Planning
August 1, 2010
Paul Menchaca
Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market. 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
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
October 1, 2010
Donna Mitchell
ETFs' Rising Despite a slight increase in mutual fund allocations this spring, ETFs are the real ascendant investment instruments. mark for My Articles similar articles
On Wall Street
September 1, 2010
Aarti N. Maharaj
Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness. mark for My Articles similar articles
Investment Advisor
March 2010
Melanie Waddell
Cover Story: Custom Job All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress and the Obama Administration. 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
October 2, 2007
Jack W. Callahan
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. mark for My Articles similar articles
Financial Planning
August 1, 2013
Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month. mark for My Articles similar articles
The Motley Fool
January 19, 2006
Rex Moore
Optimize Your Asset Allocation The nearer you are to retirement, the more important your asset allocation. Which investments should go in your retirement account? mark for My Articles similar articles
On Wall Street
October 1, 2012
Dave Lindorff
Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change. mark for My Articles similar articles
Registered Rep.
May 18, 2010
Alan Lavine
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow. mark for My Articles similar articles
Financial Advisor
February 2007
Tracey Longo
Variable Annuities Get Sales Boost Do you really want to get your clients' attention as they prepare for retirement? Talk to them about variable annuities. mark for My Articles similar articles
Financial Planning
October 2, 2007
Elizabeth O'Brien
White Paper - A Balancing Act When constructing a retirement income solution, advisors must weigh subjective factors such as the client's individual risk tolerance and the desire to leave assets to heirs. mark for My Articles similar articles
BusinessWeek
June 23, 2011
Margaret Collins
Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex. mark for My Articles similar articles
Investment Advisor
February 2009
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. mark for My Articles similar articles
Registered Rep.
September 1, 2005
Chris O'Leary
The Trouble With Annuities For registered reps, annuities, one of the most lucrative and complex items in an advisor's repertoire, can appear to be a cure-all for clients. Clients seem to love them, because of the guaranteed income -- even if they don't understand them. mark for My Articles similar articles
Financial Advisor
May 2008
Tracey Longo
Living Long, Living Well A handful of insurers and advisors have been touting "longevity insurance" for several years now -- an income annuity-based product they hoped would catch fire with retirees frightened of going broke. mark for My Articles similar articles
Investment Advisor
May 2010
James J. Green
Retirement Planning: ING Back Into Retirement Merges units, rolls out new VA, names CEO. mark for My Articles similar articles
On Wall Street
November 1, 2008
Elizabeth Wine
Seeking Unsexy Annuities Annuities have received a bad rap of late for their high fees and confusing contracts. But as other investments tank, clients are once again looking for guaranteed income streams from their portfolios. mark for My Articles similar articles
Financial Planning
June 1, 2009
Dave Lindorff
Annuity Ladders People facing retirement want guaranteed income, and they also want liquidity, so purchasing annuities over a period of time, even into retirement, makes sense. mark for My Articles similar articles
Financial Advisor
February 2, 2009
Eric Rasmussen
The Annuity In Winter Can variable annuities gain some luster after a horrible year in the fund world? mark for My Articles similar articles
The Motley Fool
June 10, 2010
Scott Holsopple
The $5.5 Billion Mistake Are you throwing your retirement money out the window? mark for My Articles similar articles
Registered Rep.
January 1, 2007
Insuring Your Future with Insurance? Insurance is an important component of wealth management, and too few reps have made the effort to fit it into client portfolios. Insurance is something you need to know how to use. mark for My Articles similar articles
Financial Planning
July 1, 2013
Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity. mark for My Articles similar articles
Financial Planning
December 1, 2007
Ilana Polyak
Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet. 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