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Registered Rep. July 1, 2006 Fran Hawthorne	Stepping Up Even when a client already has a retirement plan, a rep may find an opening by recommending a better one.
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.
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 October 1, 2011 Elizabeth Wine	Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
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 June 2008 Melanie Waddell	Retirement Planning at Envestnet The former president of Ibbotson plans 401(k) advice platform for Envestnet Asset Management's newly established Retirement Services Group.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
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 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 2008 Robert F. Keane	Far From Retired Tony Purpero thought he was headed into retirement when he returned to southern California, but instead finds himself working harder than ever to help other current and future retirees.
Financial Planning April 1, 2012 Donna Mitchell	The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates.
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 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 Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
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 Advisor December 2005 Raymond Fazzi	Into The Black Hole Of 401(k) Consulting Advisors find that the need on the part of both sponsors and participants for professional and unbiased advice regarding 401(k) asset allocation and management is great.
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 October 2008 Melanie Waddell	DOL Floats Advice Proposals The Department of Labor recently announced two proposed rules under the Pension Protection Act designed to make investment advice more accessible for millions of Americans in 401(k)-type plans and individual retirement accounts.
Financial Advisor March 2011 Bruce W. Fraser	Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how.
Financial Advisor November 2011 Jerilyn Klein Bier	Best-Laid Plans Advisors who've built substantial 401(k) practices share their strategies.
Investment Advisor November 2005 Melanie Waddell	Take Your Pick Retirement plan providers are tempting advisors with numerous products and services.
Investment Advisor January 2007 Savita Iyer	DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor.
Investment Advisor March 2007 Melanie Waddell	Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients.
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.
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 2012 Juliette Fairley	More 401(k) Avenues Demand is increasing for advisors who can help companies with their retirement plans.
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.
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.
Registered Rep. November 1, 2005 Kristen French	Trolling for 401(k) Treasure Congress is expected to enact new pension legislation that would make it easier for financial advisors to work with participants in company retirement programs.
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.
Registered Rep. March 13, 2012 Jerry Gleeson	EBRI Study: Americans More Pessimistic About Retiring Well, Fewer Going To Advisors Saving for retirement, and using a financial advisor to provide help in planning for the golden years, are a low priority for American workers, an annual survey by the Employee Benefit Research Institute says today.
The Motley Fool April 21, 2009 Dan Caplinger	Don't Let the Doomsayers Destroy Your Retirement Now more than ever, many investors don't believe that they'll have enough to be financially independent during their senior years -- and they're planning on taking some draconian steps to remedy it.
Entrepreneur December 2006	Advise Advisory Hiring fiduciary advisors for your employees.
Registered Rep. October 22, 2002 Rick Weinberg	Merrill to Reps: Go Get 401(k) Business Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions to Merrill advisors.
Financial Advisor August 2008 Tracey Longo	The Emerging Profile Of Women Investors If you run an analysis on your own client base to see how many women investors you have, you may be surprised at their numbers and their might.
Financial Planning October 1, 2010 Donna Mitchell	The Catalyst Ted Benna, developed the workplace-sponsored 401(k) retirement plan, is arguably the most influential employee benefits consultant working today.
Investment Advisor April 2007 James J. Green	Retirement Planning Balancing Act Being a financial advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance.
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.
The Motley Fool December 22, 2006 Dan Caplinger	Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options.
On Wall Street March 1, 2010 Bo Bohanan	Do You Really Want To Be A 401(k) Consultant? It is fairly easy to spot the advantages and opportunities of working in this marketplace. But, not all of the pitfalls are as evident.
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 Melanie Waddell	Watch Those Fees! The Department of Labor gets tough on retirement plan fee disclosure. Financial advisors, take note.
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
Financial Planning February 1, 2007 Joel Bruckenstein	Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably.
Financial Advisor December 2009 Karen DeMasters	A New Game Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
Registered Rep. August 12, 2011 Diana Britton	Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future.
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.
On Wall Street September 1, 2008 Jack Sharry	When You Say "Tomato," Do Clients Hear "To-Mah-to"? Perceptions become reality on an individual basis, and your clients' perceptions of the economy are not good. What should you do about this situation?