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Investment Advisor January 2008 Kara P. Stapleton |
FutureSelf Advice A survey that asked 500 respondents of all income levels to take a trip back in time and think about what advice they would give to their younger selves shows one in four participants would tell themselves to begin saving for retirement sooner.  |
Financial Planning February 1, 2007 Elizabeth O'Brien |
White Paper Asset Allocation Across the Generations: Despite the fact that their current portfolio allocations are similar, gen Xers and baby boomers reported a difference in how they expect their asset allocations to look once they enter retirement.  |
Registered Rep. June 1, 2012 Gleeson & Britton |
Youth Exodus Gen X and Y move assets more often than their parents.  |
Registered Rep. November 16, 2011 Diana Britton |
How Much Cash Are Your Clients Really Holding? The Sum May Surprise You Investors say they're holding 27 percent of their investable assets in cash, according to an MFS Investment Management survey of 929 investors.  |
Investment Advisor December 2006 |
The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations.  |
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.  |
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?  |
CRM February 2012 |
What's Age Got to Do With It? The Great Recession has taken its toll on Generation Y, Generation X, and Baby Boomers in different ways.  |
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.  |
Investment Advisor September 2006 |
Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life.  |
Registered Rep. October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement?  |
On Wall Street July 1, 2011 Keith J. Weber |
A Generational Retirement Shift Midlife is changing. The longevity gains seen over the last 100 years haven't just added years onto the end of our lives, they've added quality years to the middle of our lives.  |
Bank Technology News July 2008 Anthony Malakian |
Generation N(Y)xt Although Generation Y has been called the "DotNet Generation" members appear more suspicious of Internet banking than Gen Xers.  |
CRM November 1, 2005 David Myron |
Bye-Bye Boomers, Welcome Yers There's no question that when boomers retire their spending habits will change. However, this doesn't mean economic calamity for Wall Street, as several factors can help sustain the economy.  |
Investment Advisor July 2007 Kara P. Stapleton |
Retirement Redefined Future retirees' income will rely on part-time work. The problem is that current retirees can't find the part-time work they need to support themselves in their golden years.  |
Financial Planning December 1, 2005 Kathy Gevlin |
See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs.  |
Wall Street & Technology March 22, 2005 Maria Santos |
Baby Boomers Provide Retirement Planning Advice For Themselves A recent survey by Chicago-based financial services firm Northern Trust reveals that, while baby boomers are planning for retirement, many are doing the planning without the assistance of professional advisers.  |
Inc. May 2006 |
Is A Pension Plan Right For You? If you answer yes to these six questions, a defined benefit plan may be worth a look.  |
Investment Advisor August 2008 Kara P. Stapleton |
Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement.  |
Investment Advisor November 2006 Savita Iyer |
Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey.  |
Investment Advisor April 2009 Melanie Waddell |
Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough.  |
Wall Street & Technology December 18, 2007 Les Kovach |
Retirees Seldom Move Assets A new report suggests that once retirees have entrusted their assets with certain firms, they tend to stay there.  |
Wall Street & Technology November 18, 2005 |
Impact's Retirement Road Map Impact Technologies Group launched its Retirement Road Map sales system, which assists financial advisers in retirement planning for baby boomers.  |
The Motley Fool December 11, 2009 Selena Maranjian |
Don't Make This Tragic Error A recent Fidelity Investments study of Americans aged 22 to 33 -- the "Gen Y" cohort -- revealed some alarming truths about young workers' financial health.  |
Bank Technology News September 2006 John Adams |
Retirement Planning: When Social Security, Pensions Retire... Social Security is waning, and employers are getting out of the pension game. That leaves an open retirement market for brokerages, particularly the Web-savvy.  |
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.  |
Entrepreneur March 2009 Chris Penttila |
How to Manage Generational Dynamics Gen Xers, Gen Yers, Millennials and Boomers are all working alongside each other. But how do you get them to work well together?  |
Registered Rep. August 29, 2012 Jerry Gleeson |
Banking on Advice Banks need to worry about their younger affluent clientele. Research by Aite Group shows that the Gen X and Y crowd (ages 21 through 46) are more willing to move assets when dissatisfied.  |
Registered Rep. October 1, 2006 Halah Touryalai |
Markets Safe From Boomer Attack You can breathe easy: Boomers are not going to sink the stock market. At least that's what a July report by the U.S. Government Accountability Office says.  |
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.  |
The Motley Fool December 21, 2010 Dan Caplinger |
Make Your Retirement Dreams a Reality The financial crisis of 2008 and early 2009 has had a much bigger impact on retirement savings behavior than you might have thought -- and the result could be disastrous for investors of all ages.  |
Investment Advisor May 2008 Kara P. Stapleton |
Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track.  |
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 June 2008 Jeff Schlegel |
X Marks The Spot A new study indicates that Gen Xers -- a group roughly defined as 32 to 43 years old -- have basically outgrown their slacker stereotype and roared into adulthood with greater wealth potential than their parents' generation.  |
Registered Rep. April 8, 2010 Jerry Gleeson |
Investors Don't Understand Retirement Income Providers of income securities for retirees and those close to retiring may have their work cut out for them.  |
Investment Advisor April 2007 Marlene Y. Satter |
An Area of Concern? Financial advisors need to make sure their female Gen X clients are adequately insured, according to a survey.  |
On Wall Street September 1, 2010 Bill Willis |
Talking 'Bout The Generations As the traditionalists face the sunset and boomers embrace retirement, it seems essential that brokerage firms and their advisors turn their focus to Generations X and Y.  |
BusinessWeek August 14, 2008 Karen Auby |
A Boomer's Guide to Communicating with Gen X and Gen Y There are plenty of differences between Gen X and Gen Y, and it often falls on boomers to help both groups navigate the workplace. So here's a guide for dealing with younger members of the team.  |
BusinessWeek August 14, 2008 |
Generation Gaps: What's Eating Gen X Readers provides examples about being sandwiched between boomers and yers in the workplace.  |
Financial Planning March 1, 2008 Stacy Schultz |
Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today.  |
On Wall Street October 1, 2008 Judith Schoolman |
5 Questions with Jean Setzfand The director of financial security at AARP provides tips on safeguarding retirement income.  |
Investment Advisor December 22, 2010 Danielle Andrus |
Confusion in the Boomer Space Boomers are optimistic or pessimistic -- just depends on who you ask.  |
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.  |
The Motley Fool April 20, 2005 Dayana Yochim |
Marry for Looks and Spend Frivolously Retirement is about indulging your dreams. Plan smart and you can spend it any way you want to.  |
The Motley Fool December 13, 2006 Dan Caplinger |
Risky Business for Small Companies For many small businesses and their employees, employer-sponsored retirement plans remain an unfulfilled dream.  |
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 12, 2007 Christina Mucciolo |
Retirement Plan Participants Want Financial Planning When it comes to retirement planning, employees with 401(k)s and other defined contribution plans want more financial planning, and they aren't getting it through their retirement plans, according to a new report.  |
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.  |
Investment Advisor August 2007 Kara P. Stapleton |
A Case for VAs? A new study found that two-thirds of boomers are interested in allocating a portion of their qualified plan into a variable annuity that offers guaranteed income for life.  |
Registered Rep. April 1, 2005 Will Leitch |
Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses.  |