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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
Investment Advisor
January 2010
Melanie Waddell
Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income. mark for My Articles similar articles
Registered Rep.
December 4, 2012
Gallant & Schneider
Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal. mark for My Articles similar articles
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
Registered Rep.
November 16, 2010
Alan Lavine
Growth Opportunities: Immediate Annuities And Qualified Retirement Plans There's a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income. mark for My Articles similar articles
Financial Planning
September 1, 2006
David Liebrock
Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market. mark for My Articles similar articles
Financial Planning
October 1, 2010
Donna Mitchell
The Catalyst Ted Benna, developed the workplace-sponsored 401(k) retirement plan, is arguably the most influential employee benefits consultant working today. 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
Investment Advisor
February 2007
Savita Iyer
Taking Advantage of the Pension Protection Act Financial advisors need to understand fully what the Pension Protection Act means and how it pertains to their business. mark for My Articles similar articles
Investment Advisor
March 2009
Melanie Waddell
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. 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
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
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
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
January 2007
Ivanova & Kahler
The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas. mark for My Articles similar articles
Registered Rep.
May 20, 2011
Diana Britton
Fee-Only FAs Positioned Well to Capture Retirement Plan Assets Fee-only financial advisors are well-positioned to capture retirement plan clients because of their fee transparency and their business model's alignment with ERISA. mark for My Articles similar articles
Financial Advisor
September 2007
Alan Lavine
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. 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 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 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
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
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 28, 2011
Jerry Gleeson
Report: Slow Change in Retirement Income Market A huge demand among mass affluent investors for retirement income products is building, but industry response to the trend is still in its infancy. mark for My Articles similar articles
On Wall Street
October 1, 2011
Elizabeth Wine
Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent. mark for My Articles similar articles
The Motley Fool
September 12, 2007
Rich Duprey
A 401(k) Balancing Act Traditional pension plans can show us how to build a plan we can rely on in our own 401(k)s. They regularly rebalance their assets, making sure that no particular asset class takes on too large a portion of the portfolio. mark for My Articles similar articles
Registered Rep.
July 21, 2006
Kristen French
Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning. 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
Investment Advisor
January 2007
Savita Iyer
DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor. mark for My Articles similar articles
Registered Rep.
June 17, 2014
Alan Lavine
Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating. mark for My Articles similar articles
Investment Advisor
November 2005
Bob Clark
Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice. mark for My Articles similar articles
Financial Advisor
March 2012
Juliette Fairley
More 401(k) Avenues Demand is increasing for advisors who can help companies with their retirement plans. mark for My Articles similar articles
Registered Rep.
September 30, 2009
David A. Geracioti
Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled. mark for My Articles similar articles
On Wall Street
November 1, 2012
E. Thomas Foster, Jr.
Rising Tide for Investments to Generate Retirement Income As America grows older, advisors shift practices from accumulating wealth to generating income. mark for My Articles similar articles
Investment Advisor
May 2009
James J. Green
Numerology: No One Way Researchers have discerned a number of core themes regarding how advisors are conducting retirement income planning. mark for My Articles similar articles
On Wall Street
July 1, 2010
John Papadopulos
The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives. mark for My Articles similar articles
Financial Advisor
October 2005
Grove & Prince
Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads. mark for My Articles similar articles
Investment Advisor
February 2009
Angela Herbers
Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans. mark for My Articles similar articles
Investment Advisor
July 2009
James J. Green
More From the Silver Lining Department Here's another silver lining of sorts that's come out of the recession -- at least for advisors and maybe even for the growing ranks of the unemployed. The unemployed are rolling over their 401(k)s. 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
Investment Advisor
February 2008
Kara P. Stapleton
Win Over Those Rollovers There's a big business in moving clients to IRAs, the Cerulli Edge Retirement Edition study suggests. mark for My Articles similar articles
Real Estate Portfolio
May/Jun 2001
Jack McAllister
On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks... mark for My Articles similar articles
Investment Advisor
November 2005
Christopher G. Laucks
The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages. mark for My Articles similar articles
Wall Street & Technology
October 28, 2008
Leslie Kramer
SunGard Enhances WealthStation Financial Planning Enhancement geared to help advisors guide clients through uncertainty. mark for My Articles similar articles
Registered Rep.
June 14, 2013
Mark Miller
The Voice of Reason for Jittery Employers A growing number of employers are worried that their workers won't be prepared to retire. For advisors who consult with workplace plans, the heat is on. mark for My Articles similar articles
On Wall Street
October 1, 2010
Letters Most people think that health care reform will solve many of the problems facing retirees and people about to retire. Nothing could be further from the truth. Financial advisors need to be prepared to talk about health care costs. mark for My Articles similar articles
On Wall Street
October 1, 2009
E. Thomas Foster Jr.
Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans. 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
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
BusinessWeek
February 5, 2009
Amy Feldman
Can an Improved 401(k) Save Your Retirement? Asset managers and insurers are trying to develop a hybrid 401(k), combining guaranteed income and an investment portfolio. mark for My Articles similar articles
Financial Advisor
June 2012
LPL Financial Launches Rollover Program LPL Financial is launching a new platform to help advisors increase their retirement business by serving more individuals rolling over their 401(k) plans. mark for My Articles similar articles