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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 November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
Financial Advisor October 2005 Gregory Bresiger	Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio.
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 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 October 2006 Mary Rowland	The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning.
Financial Advisor July 2008 Tracey Longo	Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions.
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 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?
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 July 2011 Joel P. Bruckenstein	Market In The Middle OMYEN uses a couple of key tools to try and help financial advisors serve less-affluent clients.
Registered Rep. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.
Investment Advisor July 2006 Melanie Waddell	Retirement Planning: Keying Into Income Needs Two of the top providers of financial planning software -- Morningstar and EISI -- are heeding advisors' calls for help in crafting retirement distribution strategies.
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.
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.
Registered Rep. September 16, 2014 Alan Lavine	Sizing Up a Client's Lifespan If you have clients that are, by dint of lifestyle and demographics, bound to break the actuary tables for life expectancy, find additional income streams to ensure they don't also outlive their money.
On Wall Street July 1, 2013 Mason Braswell	Generation W(on't Be Able to Retire) The conversation about millennials retirement is just beginning.
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 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.
Investment Advisor May 2009 James J. Green	Numerology: No One Way Researchers have discerned a number of core themes regarding how advisors are conducting retirement income planning.
Financial Planning March 1, 2006 Joel P. Bruckenstein	Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well.
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
The Motley Fool January 5, 2012 Selena Maranjian	Brokers Offer Financial Planning -- but Be Careful Almost a third of us would rather clean a bathroom than plan for our financial future. Fortunately, there are many resources available to help us, though they're not all equally helpful.
Financial Planning February 1, 2010 Ilana Polyak	You Should Live So Long Offered only since 2005, longevity insurance can protect against living a very, very long time by providing income at the tail end of retirement.
Financial Advisor July 2011 Jeff Schlegel	The Coming Retirement Wave Are Americans financially prepared for life after work?
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.
Financial Planning September 1, 2013 Christine Fahlund	Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients.
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. September 30, 2014 David Armstrong	Editor's Letter: October 2014 The wealth inequality gap is not between rich and poor, it's between the high-net-worth households and everyone else, including the middle class, who have not seen a significant increase in their middling net worth in over a decade.
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.
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 June 2005 Joel P. Bruckenstein	A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve.
Financial Advisor February 2007 Joel Bruckenstein	Easy-To-Use Retirement Software Although they have hitches, these professional retirement planning software packages are surprisingly good for basic planning: OppenheimerFunds Retirement Income Manager 2.0... Retirement Savings Planner From Torrid Technologies Inc... etc.
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.
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.
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.
On Wall Street September 1, 2013 Dave Lindorff	The New Math of Retirement Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrow.
Investment Advisor July 2008 Melanie Waddell	Drivers of Annuity Sales Assets in annuities will jump to $2.9 trillion by 2012 -- a compound annual growth rate of 7.9% -- sparked by demographic trends and product development that addresses both guaranteed income and principal protection.
Financial Planning August 1, 2007 Li et al.	Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well.
Financial Advisor August 2009 Bruce W. Fraser	Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny.
Financial Advisor September 2012 Alan Lavine	The Price Of Old Age Longevity insurance may appeal to some clients who want guaranteed income late in life.
Financial Advisor September 2009 Joel P. Bruckenstein	What Are The Odds? A look at whether Monte Carlo simulations help or hinder the planning process.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Financial Planning August 1, 2012	Women Advisors Forum/Boston: Sharing Strategies Women planners are changing the face of the financial services industry.
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 July 1, 2007 Marshall Eckblad	Bookshelf The Wall Street Journal Complete Retirement Guidebook by Glenn Ruffenach and Kelly Greene provides priceless help in explaining the more complex facets of retirement planning to clients.
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 Advisor June 2006 Marla Brill	When It Pays To Delay Pulling the trigger on Social Security benefits before full retirement age, a course of action many financial advisors recommend, appears to be the rule rather than the exception in this country. But taking Social Security benefits early may not be best.
Investment Advisor June 1, 2011 John Sullivan	Catching up with... Eric Henderson As senior vice president of individual investments for Nationwide Financial, he's responsible for both the consumer and plan sponsor sides of the business.