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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
Investment Advisor
September 2008
Kara P. Stapleton
Preparing for Gen Y A recent study found that members of Generation Y, those currently between the ages of 21 and 31, are more likely to say they will need to use their own financial resources for retirement. How can advisors prepare to help this group? 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
Financial Advisor
September 2012
Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College. 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
The Motley Fool
October 10, 2008
Mac Greer
Fool Video: Dow Down 7% -- What Now? What should you do now? What does it mean for your retirement? mark for My Articles similar articles
Financial Planning
June 1, 2008
Elizabeth O'Brien
Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments. mark for My Articles similar articles
On Wall Street
June 1, 2012
Larry Barrett
The Reality of Health Care Costs Too many Americans are counting on Medicare to pay for a high portion of their health care costs in retirement. Too many pre-retirees are either ignoring or underestimating the advice they could be receiving from a financial advisor. mark for My Articles similar articles
Investment Advisor
March 2010
James J. Green
Merrill Discovers Retirement It appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and is moving to better position its army of financial advisors to compete in the space. mark for My Articles similar articles
On Wall Street
February 1, 2011
Karen Wimbish
Working In Retirement: The New Normal Today, working in "retirement" appears to be the plan -- of necessity or of choice -- for a majority of middle-class Americans. 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
The Motley Fool
January 14, 2005
Selena Maranjian
Win Ben Stein's Respect! If it's dawning on you that you might be woefully underprepared for retirement, don't despair. It's probably not too late. mark for My Articles similar articles
Registered Rep.
November 3, 2010
Diana Britton
Merrill Lynch: Affluent Investors Remain Conservative Despite Positive Outlook According to the latest Merrill Lynch Affluent Insights Quarterly, 39 percent of affluent Americans described themselves as having a low investment risk tolerance. 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, 2005
Better Die Before They Get Old How many boomers are prepared for retirement? mark for My Articles similar articles
Investment Advisor
April 2007
James J. Green
Retirement Planning Balancing Act Being a financial advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance. mark for My Articles similar articles
Investment Advisor
July 1, 2011
John Sullivan
Catching up with... Bob Reynolds In June 2008, Bob Reynolds, the former Fidelity Investments vice chairman and COO, joined Putnam Investments. His impact was nearly immediate. mark for My Articles similar articles
Registered Rep.
October 1, 2006
Kevin Burke
60 Seconds with...David Tyrie A short interview with the head of Putnam's retirement services unit, who works directly with 401(k) sponsors and financial advisors. mark for My Articles similar articles
Financial Planning
May 1, 2013
Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees. 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 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
July 2008
Kara P. Stapleton
Women Still Lack Confidence on Retirement Recent study on women and retirement suggest that there remains an educational opportunity for many advisors when it comes to raising awareness among their female clients on preparing for retirement. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Kevin Burke
A Less-Taxing Retirement Fear of a too-small nest egg is the driving force behind many an advisor/client relationship. But such a high level of anxiety might be out of place. 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
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
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
May 2006
Chris Blunt
Retirement Planning: Behind the Numbers Consolidating retirement assets is just one of the services you can provide to build both client relationships and your business. To add more value, make the most of your relationships with clients by providing legacy and estate planning as well as financial organization. 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
The Motley Fool
April 13, 2007
Selena Maranjian
Our Nest Eggs Are Improving! Americans' retirement-preparedness level has risen, but don't get too excited yet. mark for My Articles similar articles
Financial Advisor
August 2007
Grove & Prince
Corporate Executives Need Special Treatment Corporate executives can bring important growth opportunities to their advisor -- a long-term relationship filled with changing needs and expanding wealth, and access to their colleagues who may have similar needs and priorities. mark for My Articles similar articles
Investment Advisor
November 2009
Savita Iyer-Ahrestani
Hispanics Need Advice This fast-growing segment of U.S. population offers a great opportunity for advisors. mark for My Articles similar articles
Financial Planning
August 1, 2006
Elizabeth O'Brien
White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers. mark for My Articles similar articles
On Wall Street
December 1, 2010
Katie Libbe
Learning From Clients' Fears The retirement landscape is changing, and baby boomers are eager for help with navigating the new reality. Anxiety is high not only about saving for retirement, but having income in retirement has also become a major concern. mark for My Articles similar articles
Financial Advisor
April 2007
William Glasgall
Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change. mark for My Articles similar articles
Financial Advisor
April 2007
Grove & Prince
Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so. 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
Investment Advisor
March 2009
James J. Green
Advisor, Know Thyself In helping clients plan their retirement, it's essential not only to determine clients' goals, but also for advisors to understand their own biases about retirement. mark for My Articles similar articles
On Wall Street
July 1, 2009
Doug Dannemiller
Advisors Face Competition from Do-it-Yourselfers Advisors face growing competition from web-based retirement planning services catering to the do-it-yourself instincts of the baby boomers. mark for My Articles similar articles
Financial Advisor
July 2005
Frontline News Advisors Who Market Their Business Do Better, Study Finds... New Pershing Unit To Work With RIAs... FPA Members Strongly Favor Social Security Reform... Economy Tops Terror As Chief Fear Of Affluent, Survey Says... etc. mark for My Articles similar articles
Registered Rep.
May 25, 2005
John Churchill
Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004. mark for My Articles similar articles
The Motley Fool
March 15, 2007
Mary Dalrymple
Break Through Barriers to Saving Here are the most common reasons that prevented people from saving more for retirement and some ideas to overcome them. 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
CFO
October 1, 2008
Alix Stuart
A Chicken and Nest-Egg Problem Persuading employees to participate in company retirement plans isn't getting any easier. mark for My Articles similar articles
Financial Planning
May 1, 2008
Stacy Schultz
Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report. 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
Investment Advisor
June 1, 2011
John Sullivan
Catching up with... Eric Henderson As senior vice president of individual investments for Nationwide Financial, he's responsible for both the consumer and plan sponsor sides of the business. mark for My Articles similar articles
Registered Rep.
May 1, 2006
John Churchill
A.G. Edwards Rates Country's Piggy Bank The full-service brokerage firm says Americans are doing a fair job of saving for retirement, but are being dragged down by poor savings behavior. mark for My Articles similar articles
Investment Advisor
April 2007
James J. Green
News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc. 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
Investment Advisor
October 2007
Kara P. Stapleton
IRA Rollovers Rebound There is a group of people with a significant amount of money that are in need of advisory services when it comes to IRA rollover accounts. mark for My Articles similar articles