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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 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
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
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
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
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
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 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
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
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
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
June 2009
Lewis Schiff
The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services. 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
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
Financial Advisor
October 2005
David J. Drucker
Baby Boomers--The Next Chapter Financial advisors don't see boomers significantly changing the planning paradigm, nor posing any threat to their income. 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
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
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
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
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
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
September 1, 2010
Debating The Retirement Challenge At the On Wall Street Roundtable held recently in Lower Manhattan, the experts weighed in on the most significant retirement issues for advisors and their clients in an unsettled market 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
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
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
Financial Advisor
July 2006
Dorothy Hinchcliff
Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices. 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
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
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
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
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
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
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 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
Financial Planning
November 1, 2006
Marshall Eckblad
Advisor Pulse Financial planners are working hard to meet the needs of their retiring clients. But according to a recent survey, they might be doing so at their own expense. 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
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
July 2011
Jeff Schlegel
The Coming Retirement Wave Are Americans financially prepared for life after work? mark for My Articles similar articles
Financial Planning
October 1, 2006
Suzanne McGee
Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt? 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
Investment Advisor
January 2006
Melanie Waddell
Retirement Plan Advisor: The Income Conundrum To address retirees' income issue head on, financial services executives have joined up to launch a new trade group, the Retirement Income Industry Association (RIIA). mark for My Articles similar articles
Investment Advisor
March 2007
Melanie Waddell
Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients. 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
Financial Advisor
February 2007
David J. Drucker
The Retirement Dilemma Will your aging client base kill your financial advisory business? mark for My Articles similar articles
Financial Planning
January 1, 2012
Charles Farrell
Retirement by Design Helping investors live off their wealth is a very different business from helping them build wealth. But managing retirement income is something every advisor needs to learn how to do -- and soon. mark for My Articles similar articles
Financial Advisor
November 2012
Ben Mattlin
The 4% Solution Is it still a feasible retirement withdrawal strategy? 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
October 1, 2012
Scott Wenger
Looking to the Future: Securities America Wants to be a Leader in Retirement Income Distribution The author has a question and answer session with Securities America CEO Jim Nagengast 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
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