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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.  |
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?  |
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.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Registered Rep. October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement?  |
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.  |
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.  |
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.  |
Financial Planning May 1, 2013 |
Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.  |
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.  |
Financial Planning October 2, 2007 Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients.  |
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.  |
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.  |
Investment Advisor December 2009 James J. Green |
Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Investment Advisor November 2009 Savita Iyer-Ahrestani |
Hispanics Need Advice This fast-growing segment of U.S. population offers a great opportunity for advisors.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |