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Registered Rep. May 1, 2005 Gresham & Gresham	Winning the Aging Game A person's physical condition can change in a moment, and with those changes come significant financial questions that advisors are going to face with more frequency as baby boomers age.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Registered Rep. March 1, 2008 Stephen Gresham	Looking Out For Numero Uno Many top-performing financial advisors are unable to balance work and "play." They suffer from information overload, boredom with the repetition that often is part of advising affluent families, getting bogged down in details and losing sight of the big picture, and so on.
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.
Financial Advisor May 2008 David J. Drucker	The Inconvenient Truth About Health Insurance Health insurance has become one more area of planning that finds itself on a growing list of risks advisors aren't adequately addressing in their clients' financial plans.
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.
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 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.
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.
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.
Registered Rep. August 1, 2005 Gresham & Gresham	An Advisor's Guide to Long-Term Care Knowledgeable financial advisors need to help clients estimate their specific risk -- including the risk for people that the client is financially responsible for. This includes determining how long-term care would be financed and arranging assets so that adequate funds will be available if the need arises.
Registered Rep. April 1, 2006 Gresham & Gresham	The Rewards of Risk Review One thing that everyone should agree on is the need to take a good hard look at the risks a financial advisor can help clients deal with financially, from the risk of having to pay damages in a lawsuit to the risk of outliving their resources.
Investment Advisor April 2009 Lewis Schiff	Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.
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 November 1, 2012 Todd Colbeck	Boost Your Medicare Expertise What every advisor should know about government insurance to better serve clients.
Financial Advisor October 2007 Tracey Longo	Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement.
Investment Advisor January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
Financial Planning September 1, 2013 Samantha Allen	Longer Lives, Higher Costs: Is Your Firm Ready? As boomer clients head into their 70s and beyond, advisors must become geriatric specialists to handle a complex set of new demands.
Registered Rep. October 1, 2006 Kristen French	It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time.
Investment Advisor December 2007 Kara P. Stapleton	Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return.
Registered Rep. October 1, 2005 Gresham & Gresham	The Golden Years? Besides being a great destroyer of health, dementia can also destroy many a grand retirement plan. Financial advisors need to prepare their clients for this possibility.
Registered Rep. January 1, 2006 Gresham & Gresham	Riding the Retirement Wave Baby boomers are intent on getting the most out of life and their money for many years to come. But what does this demographic really need and what does that mean for your financial advisory practice?
Financial Advisor October 2010 Michael J. Reed	Risk Management For Individuals How to match investors' risk appetite with their assets.
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 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Financial Advisor December 2011 Bill Bachrach	Higher Ethics It's unethical and out of integrity to be a financially unsuccessful financial advisor.
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 March 2008 Maya Ivanova	The Right Match To meet the needs of aging clients, advisors need to be educated and responsive.
Investment Advisor November 2006 Chris Blunt	Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.
Registered Rep. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.
Investment Advisor April 2006 Melanie Waddell	Four Planners Who Get It: Chuck Robertson Due to higher taxes and greater longevity, today's retirees, particularly baby boomers, face a more challenging retirement than previous generations. Here's what financial advisors can do to help.
Investment Advisor May 2007 Kara P. Stapleton	Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology.
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.
Financial Advisor June 2005 Joel P. Bruckenstein	A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve.
Registered Rep. November 1, 2005 Todd K. Ballenger	Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan.
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.
Financial Advisor July 2010 Bill Bachrach	Practice Overload Advisors have too many clients and are working too many hours, for too little money.
Financial Advisor January 2007 Tere D'Amato	Faux Financial Planning If you aren't indispensable to clients, in the end a life insurance agent may fill the void. As a financial advisor, you should resolve to do all you can in 2007 to ensure that your clients understand the pivotal role you play in their financial life.
Registered Rep. October 28, 2015	JP Morgan: Helping Advisors Help Clients Understand Retirement It's clear that smart retirement planning is at least equally complex as investing, and has a far greater impact on a client's ultimate financial life.
Financial Planning June 1, 2011 Scott Schutte	Preparing for the Worst Should your clients have to put their emergency plan into action, they may be prepared financially. However, they must also be prepared to address important emotional issues.
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.
On Wall Street September 1, 2010 Allan Flader	Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years.
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
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.
Financial Planning August 1, 2008 David A. Twibell	House Calls Working with physicians can be rewarding, but to be successful, advisors need to develop the skills to tackle the unique problems facing doctors.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
Financial Planning November 1, 2006 Marshall Eckblad	Advisor Pulse Financial planners are working hard to meet the needs of their retiring clients. But according to a recent survey, they might be doing so at their own expense.
Financial Planning September 1, 2013 Christine Fahlund	Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients.
Financial Advisor March 2012 Somnath Basu	The Anatomy Of The Boomer Retirement Market They are woefully unprepared for retirement. The problem could be bigger than the 2008 financial crisis, requiring a new round of bailouts.
Registered Rep. November 1, 2004 Steve Gresham	Party's Over The most tragic investing calamities are repeated by clients who should know better and by advisors who did know better and let the clients get in trouble anyway.