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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
September 2008
Lewis Schiff |
Today's 70 is Yesterday's 50 The concept of the "New Retirement" has become as popular with near retirees as it is with those who recently entered the retirement zone. Leaving a long-term career can mean finally living the dream. |
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. |
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. |
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. |
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. |
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. |
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? |
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
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. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
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. |
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. |
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
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. |
Financial Advisor
September 2008
Mike Sheets |
Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years. |
Registered Rep.
November 3, 2010
Diana Britton |
Merrill Lynch: Affluent Investors Remain Conservative Despite Positive Outlook According to the latest Merrill Lynch Affluent Insights Quarterly, 39 percent of affluent Americans described themselves as having a low investment risk tolerance. |
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. |
Financial Planning
August 1, 2007
Marshall Eckblad |
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink. |
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. |
Registered Rep.
January 31, 2011
Charles Paikert |
Women Less Confident About Retirement; Younger Investors More Conservative Only one-third of affluent women had full confidence in their ability to meet their long-term financial goals, compared to half of their male counterparts. |
Registered Rep.
November 28, 2011
Jerry Gleeson |
Report: Slow Change in Retirement Income Market A huge demand among mass affluent investors for retirement income products is building, but industry response to the trend is still in its infancy. |
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. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
Financial Planning
June 1, 2010
Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions. |
Financial Advisor
March 2012
Bernie Clark |
The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them. |
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
July 2011
Jeff Schlegel |
The Coming Retirement Wave Are Americans financially prepared for life after work? |
The Motley Fool
May 17, 2005
Selena Maranjian |
Why Women Are Worried The National Women's 2005 Retirement Survey found that many women are behind in retirement planning. But they can turn things around. |
Investment Advisor
November 2007
Kara P. Stapleton |
Conversation Obligation Involving the client in retirement planning helps grow advisors' business. |
Financial Advisor
March 2011
Bruce W. Fraser |
Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how. |
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. |
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
September 2006
Mark Tibergien |
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age. |
The Motley Fool
May 12, 2005
Glen Kenney |
Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner. |
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? |
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? |
CFO
November 1, 2007
Clint Willis |
Can This Retirement Be Saved? When spouses disagree about when, where, and how to retire, each may wonder just what they were working for all those years. |
On Wall Street
April 1, 2012
John Diehl |
The Secret to a Happy Retirement? Practice You can help your clients create their own luck in retirement by encouraging them to practice their desired retirement lifestyle and determine what makes sense for them. |
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
October 1, 2005
Len Reinhart |
Five for the Future Because of the enormous changes in the size and longevity of the retirement population, we will need a new paradigm if we are to serve our clients well. Financial advisers who address these needs will be the ones who survive and thrive. |
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 Advisor
September 2011
Mitch Anthony |
The Retirement That Works II Work is becoming part of most 'retirements' to satisfy emotional, social and intellectual stimulation needs. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
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 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. |
On Wall Street
October 1, 2008 |
The 2008 Retirement Roundtable Our industry experts gather to discuss the big issues facing financial advisors and their clients. Read their opinions on the decumulation phase of retirement plans |
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
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. |
Registered Rep.
March 8, 2013
Mark Miller |
Testing Two Retirement "Truisms" The consequences of living longer and a fragile Social Security trust fund on real world retirement plans are more significant than you think. |
