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Investment Advisor January 2010 Robert F. Keane	Cover Story: Reinvention Time Hanson McClain, named after its founding partners thinks it has figured out how to serve clients with lower asset levels.
Investment Advisor January 2010 Robert F. Keane	It's Just Business When Scott Hanson talks about Hanson McClain's new venture to serve the middle class, he puts it into a business perspective, and explains why he and partner Pat McClain expect the venture to be successful.
Financial Advisor May 2010 David J. Drucker	Help From Your Friends More advisors are signing on to advisor networks to fast-track their businesses.
Investment Advisor January 2010 Robert F. Keane	About the Firm Important facts and figures about Hanson McClain, an advisory firm from Sacramento, Ca.
Investment Advisor January 2010 Robert F. Keane	The Power of Radio Every Saturday afternoon Scott Hanson and Pat McClain conduct a live call-in show called Hanson McClain Money Matters.
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 Planning August 1, 2011 Temma Ehrenfeld	Person of Interest: Where Pension Work Still Prevails A planner can serve many clients by studying one company's pension offerings.
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 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.
Registered Rep. September 1, 2003 David A. Gaffen	Giants Among us Debbie Jorgensen's book is pushing a half billion dollars, but the true measure of her success is this: She now gets to tell her company's bosses what to do. Jorgensen, with nearly two decades of experience at Merrill Lynch, has recently been appointed head of the firm's advisory committee to management.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Financial Planning October 1, 2013 William Atkinson	Find a Payoff From Low-Net-Worth Clients Sometimes working with low-net-worth clients can provide unexpected benefits.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.
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.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
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 May 1, 2011 Marie Swift	Client Communications 2.0 Here's what advisors need to know to communicate with new clients who are more prone to use social media (as well as friends and colleagues in the physical world) than advertising and company promotions to inform their decisions about products and services.
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 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.
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.
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.
Investment Advisor May 2007 Savita Iyer	Back to School IBM's newly minted personal finance and education benefit program for its 127,000 employees, "IBM MoneySmart," heralds the beginning of the type of program retirement finance professionals believe will increasingly become the norm in corporate America.
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 November 2006	Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now.
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 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.
Financial Advisor March 2012 Juliette Fairley	More 401(k) Avenues Demand is increasing for advisors who can help companies with their retirement plans.
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.
Financial Advisor February 2006 Tracey Longo	Unexpected Turbulence How a United Airlines pilot-turned-financial-advisor is helping colleagues grapple with pension nightmares.
Financial Planning September 1, 2009 Marie Swift	What's Next If the worst has passed, what are financial advisors doing to position themselves for growth and prosperity in the future?
Financial Advisor June 2011 Bruce W. Fraser	Rebuilding Trust - Part 2 Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it.
Investment Advisor October 2010 Angela Herbers	Show Yourself the Money Advisors need to learn to pay themselves first
On Wall Street September 1, 2012 Elizabeth Wine	Financial Advisors Turn to the 401(k) Market for More Business Advisors look to 401(k) plans as fertile ground for business.
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.
Investment Advisor December 2009 James J. Green	Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
On Wall Street September 1, 2010 Howard J. Stock	Talent Shortage Grips Firms As Financial Advisors Age After years of recruiting only established, top advisors in the so-called "war for talent" instead of hiring younger employees and training them, the industry is now facing a shortage.
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
Financial Advisor March 2006 Tracey Longo	The Three Es Here are three ways to create an Efficient, Effective & Expedient financial advisory firm.
Financial Planning September 1, 2006 David Liebrock	Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market.
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 Advisor July 2012 Eric Rasmussen	Storm Chasing In a volatile market year, growing RIAs sought opportunity.
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 Advisor December 2011 Marie Swift	Executive Roundtable According to industry heavy hitters these are the next challenges and opportunities for advisors.
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 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 October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
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.
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 Advisor May 2005 Lavine & Liberman	Uncertain Future The Fidelity Executive Forum raises issues about where the money management industry is headed.