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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.
Financial Advisor November 2012	Retirement Plan Participation Down Over 18-Year Period The share of U.S. families with a member participating in any employment-based retirement plan declined during the period from 1992 to 2010, according to the Employee Benefit Research Institute
On Wall Street September 1, 2009 John Papadopulos	Retirement Is Tougher than Ever, and You Can Make a Difference What advisors have to offer is needed now more than ever. Our wise counsel, strategic guidance and insightful analysis can make a real difference in people's lives.
Registered Rep. March 6, 2012	RIA Rising: Befogged Investors Struggle with the Math Understanding the rules of investing can be a daunting task for clients, but some new data by Charles Schwab released today suggests the confusion may run deeper than you'd think.
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.
Investment Advisor February 2010 Melanie Waddell	Retirement Planning: Top Trends in Retirement Longevity risk takes center stage. Also on tap this year will be the likely approval by Congress of the auto IRA, which many small employers will be required to offer.
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.
Financial Planning March 1, 2007 Elizabeth O'Brien	White Paper Money Far From Mouth When It Comes to Retirement Savings: Advisors can play an integral role in helping clients maximize their retirement savings.
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 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.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
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.
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.
Registered Rep. March 1, 2005 Will Leitch	Don't Fear the Reaper Investors are happy to think about retiring but are reluctant to contemplate what comes next.
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 December 2006	News & Products Morningstar has introduced Morningstar Retirement Income Strategist... JPMorgan Retirement Services said that it planned to acquire Chicago-based CCA Strategies LLC... etc.
Investment Advisor January 2009 Kara P. Stapleton	Passing It Along Advisors take note: Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink of being transferred from one generation to another.
Investment Advisor March 2010 James J. Green	Numerology: Worried, but Staying Put A new survey finds that retirement plan participants at colleges, universities, and post-secondary schools are nervous about living comfortably in retirement.
The Motley Fool January 13, 2004 Dayana Yochim	The Old 401(k) Conundrum When not to roll over your 401(k) funds.
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.
Registered Rep. March 16, 2012 Jerry Gleeson	Polls: Current Financial Concerns Trump Planning for Retirement The glum outlook for American retirement appeared little improved with the release this week of two separate reports that showed continued worker skepticism about their prospects.
Investment Advisor December 2009 Melanie Waddell	Retirement Planning: Income Plans, Merrill Style Service links Bank of America deposit accounts with Merrill Lynch cash management accounts.
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 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.
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
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.
The Motley Fool January 25, 2007 Mary Dalrymple	Retire in Poverty? Reverse the deteriorating retirement trend by saving more now.
On Wall Street September 1, 2012 Frances A. McMorris	Editor's Letter: Wealth Management with a Personal Touch Things that financial advisors need to consider as baby boomers approach retirement.
Investment Advisor May 2006 Melanie Waddell	Retirement Planning: News & Products CCA Small Business Group recently launched a new version of its MyMax individual defined benefit plan called OurMax... Vanguard added five new funds to its Target Retirement Funds lineup... etc.
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?
Investment Advisor June 2008 Kara P. Stapleton	Successfully Saving Human Resource giant Mercer introduces the "Count on Your Retirement" online retirement savings educational program to assist employees in planning, implementing, and tracking their retirement concerns.
The Motley Fool February 1, 2005 Dayana Yochim	When Not to Roll Over Sometimes it's best to leave your 401(k) money with your old boss.
Financial Advisor June 2012	LPL Financial Launches Rollover Program LPL Financial is launching a new platform to help advisors increase their retirement business by serving more individuals rolling over their 401(k) plans.
Investment Advisor July 2007 Melanie Waddell	Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks.
Registered Rep. January 11, 2013 Mark Miller	Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
The Motley Fool July 15, 2009 Dayana Yochim	How to Deal With an Old 401(k) When (and how) to reclaim an old account, and when to leave it put.
On Wall Street October 1, 2009 E. Thomas Foster Jr.	Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans.
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.
The Motley Fool January 26, 2006 Dayana Yochim	Apathy, Spending Spree, or IRA? With the average 401(k) balance in the $50,000 range, it seems a shame to either fritter away those retirement dollars by cashing out or forgetting about long, lost accounts until it's too late. Which will it be when you leave your old job?
Investment Advisor March 1, 2011 John Sullivan	Catching up with... Kristi Mitchem The senior managing director of State Street Global Advisors and head of global defined contribution speaks about retirement income and what to do about it.
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.
Investment Advisor February 2009 Kara P. Stapleton	Retirement News & Products Recent research by the Investment Company Institute found that despite a 40% drop in the U.S. stock markets, the vast majority of U.S. workers who invest for retirement via 401(k) plans are staying the course.
Investment Advisor March 2009 James J. Green	Complex and Customized, but Also Disconnected Advisors must adapt the structure of their firms if they wish to succeed in attracting and retaining clients who are in or near retirement.
The Motley Fool March 4, 2009 John Rosevear	The First Step to Rebuilding Your Retirement The first step to rebuilding your retirement is to get your 401(k) in order. Follow these steps to get it done.
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 September 25, 2006 David Braze	Changing Jobs? Take Care of Your 401(k) Know your options to get the most out of those retirement funds.
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.
The Motley Fool August 29, 2005 Dayana Yochim	Forgotten 401(k)s If you have money sitting in a former employer's retirement plan, consider taking control of that dough. Doing so gives you more investment options at a lower cost.
Registered Rep. February 2, 2011 Charles Paikert	Even The Rich Are Worrying About Retirement "There's a newfound feeling of vulnerability among wealthier clients," said Lyle LaMoth, head of U.S. Wealth Management for Merrill Lynch Wealth Management.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.