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Investment Advisor December 2005 James J. Green	Into the Future In the future, which may arrive very soon, your clients will live much longer lives. So will you. Every financial services company will be trying to serve these people. What's your 100-year plan?
Investment Advisor June 2010 Olivia Mellan	The Wisdom of Dr. Butler Dr. Robert Butler, President of the International Longevity Center, talks about Alzheimer's, how an older population will change the country, and changes in compensation as the population ages.
Financial Planning September 1, 2013 Samantha Allen	Longer Lives, Higher Costs: Is Your Firm Ready? As boomer clients head into their 70s and beyond, advisors must become geriatric specialists to handle a complex set of new demands.
Investment Advisor February 2008 Olivia Mellan	The Bell Tolls Clearly, aging baby boomers need financial advisors to help plan their upcoming retirements. But how can you coax them into your office or persuade them to make changes that will ensure a more pleasant future?
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.
On Wall Street October 1, 2011 Michelle Lodge	Five Questions With Sandra Timmermann MetLife Mature Market Institute director Sandra Timmermann speaks about its latest study on grandparents and how advisors can best serve these early baby boomers as they plan their retirement.
Investment Advisor November 2006	Remarks by Chairman Ben S. Bernanke The Coming Demographic Transition: Will We Treat Future Generations Fairly? -- Over the next few decades, the U.S. population will grow significantly older, a development that will affect our society and our economy in many ways.
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.
Finance & Development June 2011	The Price of Maturity Aging populations mean countries have to find new ways to support their elderly.
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?
Registered Rep. May 4, 2011 Charles Paikert	When Advisors Become Minders Services for older clients are becoming increasingly important, and those offerings go way beyond asset management, estate planning and other traditional financial-oriented wealth management tasks.
On Wall Street March 1, 2012 John Diehl	The Financial Calculus of Aging While surveys continue to show that procrastination is alive and well when it comes to retirement planning, there is no doubt that boomers are actively seeking solutions to real life issues associated with aging.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
Investment Advisor March 2008 Maya Ivanova	The Right Match To meet the needs of aging clients, advisors need to be educated and responsive.
Investment Advisor April 2006 Olivia Mellan	Retiring Minds You're probably familiar with the main financial issues: income generation, Social Security benefit maximization, and so on. But what about the mental and emotional aspects of growing older, and how these issues may affect your own life as well as the way you work with seniors?
Financial Planning April 1, 2008 Schroeder et al.	Long-Term Care Redefined As clients live longer, they increasingly need forms of assistance that aren't adequately covered by long-term-care insurance, and the cost of such assistance could easily torpedo the best-laid retirement and estate plans.
BusinessWeek June 27, 2005 Coy & Brady	Old. Smart. Productive. Surprise! The graying of the workforce is better news than you think. People in their late 50s, 60s, and 70s have now become the largest underutilized pool of human resources in the economy.
AskMen.com Jacob Franek	Alzheimer's Disease 101 It's only in the last decade or so that we have truly come to understand the various disorders of the brain that are associated with age and, in most cases, Alzheimer's disease is the prime suspect. Read on for some basic information.
The Motley Fool November 10, 2010 Selena Maranjian	How Baby Boomers Will Affect Your Stocks Demographic changes could play a big role in your investments' future.
Registered Rep. March 13, 2015 Mark Miller	Aging in Place The conversation can be difficult, since planning for housing in retirement raises touchy emotional issues. But there's some good news for advisors.
HBS Working Knowledge October 18, 2004 Manda Salls	The Nonprofit Boon from Boomers A new study by the Harvard School of Public Health identifies baby boomers as a great potential source of volunteers in the future. But nonprofits better start making their pitch now.
Registered Rep. July 1, 2006 Gresham & Gresham	Retirement Roulette Many "Silents," born 1926-1945, have ill-formed plans for retirement and equally insufficient finances. What then is the outlook for this generation of retirees -- and the boomers who will soon follow them?
Registered Rep. May 1, 2005 Gresham & Gresham	Winning the Aging Game A person's physical condition can change in a moment, and with those changes come significant financial questions that advisors are going to face with more frequency as baby boomers age.
Investment Advisor December 2007 Kara P. Stapleton	Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return.
Financial Advisor November 2007 Mitch Anthony	Boomer Interuppted Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case. Here's what financial advisors need to know.
Financial Advisor September 2012 Ben Mattlin	Bridging The Gap Turning a difference in age from an obstacle into an asset. To be sure, age shouldn't matter. But whether the client is older or younger, doubts can creep in.
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.
Finance & Development September 1, 2006 Bloom & Canning	Booms, Busts, and Echoes Since 1870 death rates and birth rates have been declining in developed countries. Here's how the biggest demographic upheaval in history is affecting global economic development.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
Knowledge@Wharton January 29, 2003	China Can Help the U.S. Tackle Its Social Security Crisis Much has been written about the looming pension crisis in the U.S., Europe and Japan, whose populations are aging. Wharton finance professor Jeremy J. Siegel argues that economic growth in China and the rest of the developing world holds the key to dealing with the impending crunch.
BusinessWeek January 31, 2005 Engardio & Matlack	Global Aging It's not just Europe -- China and other emerging-market economies are aging fast, too. There are solutions, but it's time to act.
Prepared Foods December 2007 Ashley F. Dziuk	Catching the Age Wave: Banking on Boomers The taste and flavor perception of aging consumers is covered, along with the most popular types of foods of younger vs. older Boomers.
Investment Advisor June 2010 Olivia Mellan	A Longevity Activist's Manifesto In his book The Longevity Revolution: The Benefits and Challenges of Living a Long Life (PublicAffairs; 2008), Dr. Robert Butler has created a wish list of goals that he suggests will benefit aging Americans.
U.S. Banker October 2009 Sherry Cooper	Remaking the Retirement Plan, Post-Crisis Spooked by sharp declines in their net worth, boomers are postponing retirement and investing more conservatively. They are also counting on their banks to simplify their financial lives.
Registered Rep. October 1, 2005 Gresham & Gresham	The Golden Years? Besides being a great destroyer of health, dementia can also destroy many a grand retirement plan. Financial advisors need to prepare their clients for this possibility.
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.
Knowledge@Wharton	How Wealthy Nations Can Avoid a Looming Retirement Crisis The extent of the global aging problem and the prospect for globally-based solutions were outlined during a conference several weeks ago on "Risk Transfers and Retirement Income Security."
Financial Advisor October 2007 Tracey Longo	Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement.
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.
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.
Salon.com August 29, 2001 Pam Rosenthal	"The Forgetting" by David Shenk A brilliant and quirky new book on Alzheimer's offers food for thought on the unthinkable and a new, deeper understanding of the coming epidemic.
Registered Rep. September 8, 2011 Mark Miller	How to Protect Aging Clients' Finances A growing body of evidence suggests that the aging brain isn't well-suited to financial decision-making.
BusinessWeek January 31, 2005	France: Too Tilted Toward Youth? Gerontologist Francoise Forette on how older workers can stay productive and how France is falling behind in that regard.
Financial Planning August 1, 2009 Donna Mitchell	Alzheimer's Toll A study surveyed 369 advisors in the U.S. to gauge their understanding of Alzheimer's and their preparedness for dealing with clients who have the disease.
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
Investment Advisor May 2007 Kara P. Stapleton	Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology.
On Wall Street May 1, 2012 John Diehl	The Retirement Touchstone As an advisor with the ability to assess retirement readiness, you too can help them move toward the future with a greater sense of confidence, security and trust. You can do so by serving as their retirement touchstone.
Investment Advisor March 2008 Olivia Mellan	The Age of Enlightenment Long-lived but short-sighted, optimistic but anxious, self-centered but altruistic, baby boomers badly need your financial advice.
Financial Advisor April 2006 Deena Katz	A Partnership In Productive Aging Boomers will look to financial advisors as their financial mentors, educators and life diagnosticians. Consequently, advisors need to do some practice retooling to meet these new requirements.
Financial Advisor November 2012 Kate Statler	The Generation (And Other) Gaps Financial advisors must keep many demographic trends in mind to stay ahead.