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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 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.  |
On Wall Street December 1, 2009 Geoffrey Stiff |
When Your Client's Retirement Plan Is Washed Away, You Can Rebuild it Investors who are close to retirement are emerging from their storm cellars to assess the damage their retirement portfolios suffered during last year's financial tornados.  |
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.  |
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).  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor November 2011 Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.  |
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.  |
The Motley Fool December 22, 2006 Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options.  |
Investment Advisor September 2009 Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.  |
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?  |
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.  |
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.  |
Financial Planning October 2, 2007 Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients.  |
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.  |
Investment Advisor September 2007 Lewis Schiff |
The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years.  |
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.  |
Financial Advisor March 2011 Bruce W. Fraser |
Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how.  |
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.  |
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.  |
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.  |
Financial Planning June 1, 2012 O'Connor & McCarthy |
Making Adjustments 2012 started out about average for variable annuity issuers in terms of SEC filing activity, with a total of 59 annuity product changes in the first quarter com pared with 130 filings in the fourth quarter of 2011 and 49 in the first quarter of last year.  |
Wall Street & Technology March 14, 2008 Cory Levine |
Wealth Management Firms Need Tech Upgrade As 73 million baby boomers begin to hit retirement in 2008, a massive shift is occurring from accumulation of wealth to distribution, according to a report from Celent. But in order to effectively serve retired clients, wealth management firms are going to need to upgrade their technology.  |
On Wall Street December 1, 2012 Richard T. Mason |
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning.  |
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.  |
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.  |
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.  |
Registered Rep. December 14, 2011 Jerry Gleeson |
Affluence No Guard Against Retirement Worries, Poll Finds Affluence and peace of mind no longer automatically go hand in hand, a new survey sponsored by Wells Fargo & Co. indicates, and the implications are sobering.  |
Registered Rep. April 1, 2007 Lisa A. Cohen |
The Off the Shelf Advisor To effectively capture the retirement-income market, financial advisors need to deploy multiple, simultaneous strategies. Focus on creating income portfolios for those closest to retirement, and push younger clients hard to save and invest early and often.  |
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.  |
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.  |
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.  |
Investment Advisor February 2008 Melanie Waddell |
Buying Binge After years of organic growth, The Hartford snaps up three firms to bulk up its retirement planning offerings.  |
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.  |
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.  |
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.  |
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.  |
On Wall Street May 1, 2010 |
Five Questions with Daniel Banis Higher-income executives want more investment options, especially coming out of a market that knocked many portfolios off course.  |
Investment Advisor June 2006 Megan L.F. Robert |
Retirement Planning: Retirement Advisor Profile Financial institutions are looking at retirement planning as a business opportunity and trying to see how it fits together with their overall business.  |
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 December 1, 2008 William Harding |
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.  |
Investment Advisor May 2007 James J. Green |
They Need to Stay Flexible When calculating the amount of income that a client will need in retirement, financial advisors need to look at many factors, not just longevity, to come up with an accurate amount.  |
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.  |
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.  |
Investment Advisor January 2010 Melanie Waddell |
Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.  |
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.  |