| Similar Articles |
|---|
 |
Investment Advisor
June 2006
James J. Green |
How the Leaders Cope The leading investment advisors discuss their priorities and the competition.   |
Financial Planning
March 1, 2010
Donna Mitchell |
The Leader The essential truth about Deena Katz, chairman and co-founder of Coral Gables, Fla.-based Evensky & Katz Wealth Management, boils down to this: She is a teacher and a doer. |
Investment Advisor
February 2007
James J. Green |
A New Leaf An interview with successful financial advisor Deena Katz, who has revived her love affair with the profession. |
On Wall Street
September 1, 2010
Matthew Leung |
Here Today, Here Tomorrow - New Sources Of Income For Retirement It's official. Pensions and social security are no longer viewed as the primary sources of retirement income. |
Financial Advisor
November 2007
Tracey Longo |
Sixty Is The New Forty Financial advisor symposium attendees hear how to restructure practices for retiring boomers. |
Financial Advisor
November 2010
Joni Youngwirth |
Out Of Balance Should our industry take proactive steps to increase its number of women? |
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
May 1, 2013 |
May Women Advisors Forum Events Feature Top Planners Topics include expanding a practice, working with divorced clients and more |
Financial Planning
October 30, 2006
Elizabeth O'Brien |
Testing the Glass Ceiling Women are working to raise their numbers -- and their profile -- in financial planning. |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
Financial Planning
November 1, 2006
Elizabeth O'Brien |
The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses. |
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
November 2005
Bob Clark |
Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice. |
Financial Planning
September 1, 2008
Stacy Schultz |
Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing. |
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. |
Investment Advisor
August 2008
James J. Green |
Catching up with...Mitch Politzer Even if there has been a sea change in annuities, there's still a lag among advisors in terms of using the products. Mitch Politzer, president and CEO of First Ameritas Life Insurance Corp. of New York, discusses the instruments. |
Investment Advisor
August 2006
Kathleen M. Mcbride |
News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate. |
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? |
Financial Planning
March 1, 2011
Jim Grote |
The Seer Harold Evensky, president of Evensky & Katz in Coral Gables, Fla., asks, "Is your alpha big enough to cover taxes and expenses?" |
Financial Advisor
November 2012
Kate Statler |
The Generation (And Other) Gaps Financial advisors must keep many demographic trends in mind to stay ahead. |
Financial Planning
July 1, 2008
Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. |
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. |
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. |
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. |
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. |
Investment Advisor
November 2009
Savita Iyer-Ahrestani |
Hispanics Need Advice This fast-growing segment of U.S. population offers a great opportunity for advisors. |
Registered Rep.
November 1, 2004
Chris O'Leary |
The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments. |
Financial Advisor
June 2006
Tracey Longo |
Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs. |
Investment Advisor
May 2007 |
The IA 25 This year's list of the 25 most influential individuals in and around the planning profession: Mary Shapiro... Rudy Adolf... Robert Arnott... Mark Tibergien... etc. |
On Wall Street
March 1, 2011
Elizabeth Wine |
Five Questions With Joseph F. Coughlin Joseph F. Coughlin, director of the MIT AgeLab, leads a research program aimed at understanding the behavior of the 45-and-older population. He talks about how advisors fall short in dealing with this demographic. |
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. |
Financial Advisor
May 2010
David J. Drucker |
Help From Your Friends More advisors are signing on to advisor networks to fast-track their businesses. |
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
July 2006
Robert F. Keane |
Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has. |
Financial Advisor
April 2004
Raymond Fazzi |
Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies. |
Investment Advisor
May 2006
James J. Green |
IA Leaders: Growing by Design An interview with Investment Advisor Leader Council member Scott Hanson: On the state of your practice... On your partnerships... On past experiences that affected how you run your practice now... On your clients... etc. |
Financial Advisor
January 2009
Ray Fazzi |
Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time. |
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
Melanie Waddell |
Cover Story: Custom Job All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress and the Obama Administration. |
Investment Advisor
December 2005
Kathleen M. McBride |
Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest? |
Financial Planning
April 1, 2005
Donald Jay Korn |
2015: What Will It Take To Survive? Four one-on-one interviews answer the most pressing question regarding a successful future in the financial planning business. |
Financial Planning
October 1, 2006
Suzanne McGee |
Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt? |
Registered Rep.
October 1, 2006
Christopher O'Leary |
Home, Sweet Piggy Bank? Advisors say that when a client is approaching retirement age, particularly one with inadequate savings and who lives in an area that has had rising real estate values, he needs to be told his house is not his retirement plan. |
Financial Advisor
June 2008
Tracey Longo |
It's How You Arrive Scott Hansen, co-founder of Hanson McClain, has no intentions of increasing his $250,000 minimum for new clients. And if he could figure out a way to work with people who only had $100,000 to invest, he'd do it. |
Financial Advisor
December 2010
Evan Simonoff |
Spoiled Brats Advisors might want to recalibrate their message and substitute financial independence for retirement. |
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. |
Registered Rep.
February 25, 2011
Diana Britton |
Financial Advisors Must Prepare For Coming Retirement Advice Boom As Baby Boomers retire, and switch gears from asset accumulation to asset distribution, advisors are going to have to become more sophisticated and efficient in their delivery of financial advice |
Investment Advisor
October 2007
Lauren Barack |
The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too. |
Investment Advisor
February 2009
Kara P. Stapleton |
Who's Investing Where? A new report for advisors finds nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these assets has declined since 2001. |
On Wall Street
June 1, 2010
Gerri Leder |
In The World Of Managed Money, Advisors Still Add Value Here's what advisors must do now to sharpen their edge. |
