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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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
June 1, 2012
Gleeson & Britton
Youth Exodus Gen X and Y move assets more often than their parents. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. 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
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
April 2009
Melanie Waddell
Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
August 14, 2008
Generation Gaps: What's Eating Gen X Readers provides examples about being sandwiched between boomers and yers in the workplace. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
December 22, 2010
Danielle Andrus
Confusion in the Boomer Space Boomers are optimistic or pessimistic -- just depends on who you ask. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles