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Financial Planning June 1, 2005 Len Reinhart	Later-Life Planning As clients live longer, they will have different needs at different stages of their retirement.
Financial Planning December 1, 2005 Len Reinhart	Making Changes To implement a living investment plan for retiring clients, you'll need to broaden your focus and rethink your technology.
Financial Planning August 1, 2005 Len Reinhart	Staying Active To fund boomers' later-life plans, advisers will need to change the way they think about active and passive portfolio management.
Financial Planning May 1, 2006 Chris Blunt	Happy Endings? The new retirement story seems fraught with peril. Here's how financial planners can reassure clients -- and bring more of their assets under management.
Investment Advisor March 2007	How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life?
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.
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.
Financial Planning March 1, 2006 Joel P. Bruckenstein	Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well.
Wall Street & Technology January 24, 2006 Cory Levine	Retirement Boom Retiring investors will be removing assets from retirement planning investments and rededicating them to other objectives. As they do, retirees will take their funds to whomever offers the management program most attuned to their needs.
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.
Financial Planning February 1, 2006 Len Reinhart	A New Model An interview with Don Robinson, Lockwood's chief investment officer, about the general parameters of transforming retirees' portfolios into lifetime investment plans.
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.
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.
Financial Planning September 1, 2007 Somnath Basu	Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond.
The Motley Fool May 26, 2010 Dan Caplinger	Your Investing Life Begins at 65 30 years is a long time. Prepare accordingly.
Financial Planning September 1, 2007 Jim Grote	What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation.
Wall Street & Technology February 23, 2009 Mark Halverson	Retail Financial Services Firms Must Adapt to Changing Landscape With investors' trust shaken, firms need new approaches to working with wealth management clients.
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?
On Wall Street September 1, 2010	Debating The Retirement Challenge At the On Wall Street Roundtable held recently in Lower Manhattan, the experts weighed in on the most significant retirement issues for advisors and their clients in an unsettled market
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 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.
Financial Planning May 1, 2006 Barr & May	Service, Please! Aging baby boomers have new wealth -- and new advice needs. Is your financial planning business model flexible enough to keep you in the game?
Financial Planning February 1, 2005 Len Reinhart	Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios.
Financial Planning April 1, 2005 Jerome S. Golden	Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix.
Financial Advisor April 2005 Deena Katz	Boomers-Retire, Restructure Or Reinvent? This huge group will change priorities and approaches on retirement. What will the role of financial advisors be in this new environment?
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.
Financial Planning March 1, 2011 Craig L. Israelsen	Nest Egg Survival After spending your working years accumulating money, you face a rude awakening in retirement when that growth is replaced by withdrawal. This drawdown phase might be described as the relentless cracking of the retirement nest egg.
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.
Registered Rep. July 12, 2013 Mark Miller	Retirement Spending Is Not A Straight Line The standard method of projecting a client's spending pattern may have them saving too much.
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 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.
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.
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.
Financial Advisor January 2008 David J. Drucker	Boomers In Business Financial advisors are being forced to retrain themselves to deal with the needs and desires of the boomer generation's retirement plans.
On Wall Street April 1, 2011 J. Graydon Coghlan	Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age.
On Wall Street June 1, 2013 Lorie Konish	Five Questions with Ken Dychtwald Age Wave President and CEO Ken Dychtwald discusses what that new retirement reality may look like.
Financial Planning October 1, 2005 Kathy Gevlin	White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years.
Financial Planning February 1, 2006 John Nersesian	Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters.
Financial Planning August 1, 2007 Len Reinhart	Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years.
The Motley Fool May 18, 2011 Dan Caplinger	How Broke Retirees Will Threaten Your Stocks Those nearing retirement will have to take dire steps to survive. Businesses could suffer.
Financial Planning August 1, 2006 Joel Bruckenstein	An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market.
Investment Advisor May 2008 Timothy Noonan	Retirement Risk Redefined Boomers will face a new/old risk: that they may outlive their money. What's an advisor to do?
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).
Financial Advisor October 2005 David J. Drucker	Baby Boomers--The Next Chapter Financial advisors don't see boomers significantly changing the planning paradigm, nor posing any threat to their income.
Financial Planning February 1, 2007 Bob Veres	Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours.
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 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.
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
Financial Planning April 1, 2005 Neil A. O'Hara	2010: What You'll Be Selling When the baby boomers start to reach retirement age, they will switch from accumulating assets to living off their capital. That change will force boomers to reassess their financial positions and presents a big opportunity to the planning industry.
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.