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Financial Planning November 1, 2012	Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
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?
Financial Planning July 1, 2013	Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity.
Financial Planning June 1, 2013	Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.
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?
On Wall Street December 1, 2008 William Harding	Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.
Financial Planning December 1, 2012	Retirement Advisor Confidence Index: Cash Gains as Confidence Slips Portfolios reflect a decline in risk tolerance; advisor fees inch higher
Financial Planning September 1, 2012	Retirement Advisor Confidence Index: New Index Tracks Advisory Sector The Retirement Advisor Confidence Index is a monthly barometer of business conditions for the wealth management sector. The initial reading of 48.7% shows a modest contraction in business activity
Financial Planning February 1, 2013	Retirement Advisor Confidence Index: Rosier Outlook Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.
Financial Planning January 1, 2013	Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.
Financial Planning October 1, 2013	Advisor Sentiment Hits New Low for Year Declines in equity allocations, risk tolerance and advisor fees are cited.
Financial Planning September 1, 2012 Scott Wenger	Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions
Wall Street & Technology October 28, 2008 Leslie Kramer	SunGard Enhances WealthStation Financial Planning Enhancement geared to help advisors guide clients through uncertainty.
The Motley Fool November 3, 2009 Amanda B. Kish	Why You Won't Be Able to Retire Don't quit your day job just yet! There is a true crisis ahead -- and new data shows just how unprepared most Americans are to retire.
The Motley Fool March 8, 2007 Robert Brokamp	Funds Fighting Inflation Rethink reinvesting during retirement. Vanguard Short-Term Bond Index... Vanguard 500 Index...
Financial Advisor January 2008 Marla Brill	Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning.
The Motley Fool December 15, 2010 Dan Caplinger	Don't Make This IRA Mistake Required minimum distributions are back, and you'd better be ready.
Financial Planning October 1, 2012	Retirement Advisor Confidence Index: Planner Confidence Growing Financial Planning's Retirement Advisor Confidence Index - a monthly barometer of business conditions for wealth managers - rose in its latest reading, a bullish sign for the planning industry.
The Motley Fool August 24, 2006 Dan Caplinger	Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts.
Wall Street & Technology March 14, 2008 Cory Levine	Wealth Management Firms Need Tech Upgrade As 73 million baby boomers begin to hit retirement in 2008, a massive shift is occurring from accumulation of wealth to distribution, according to a report from Celent. But in order to effectively serve retired clients, wealth management firms are going to need to upgrade their technology.
Investment Advisor May 2006 Chris Blunt	Retirement Planning: Behind the Numbers Consolidating retirement assets is just one of the services you can provide to build both client relationships and your business. To add more value, make the most of your relationships with clients by providing legacy and estate planning as well as financial organization.
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 July 2006	Retirement Planning: News & Products Hoping to serve as a "catalyst for change," the Center for Retirement Research at Boston College has some bleak news for Americans... MassMutual recently unveiled the Retirement Management Account (RMA)... etc.
Financial Advisor March 2011 Bruce W. Fraser	Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how.
Financial Planning April 1, 2013	Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.
Financial Planning December 1, 2007 Stacy Schultz	White Paper The Principal Financial Well-Being Index is a quarterly study that identifies and tracks trends in consumer financial well-being, retirement planning, employee benefits and workplace trends.
The Motley Fool July 11, 2008 Robert Brokamp	You Don't Deserve Retirement Here are three reasons why you don't deserve to retire, and how you can change that.
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 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 Planning March 1, 2013	Retirement Advisor Confidence Index: Optimism Grows After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.
The Motley Fool March 11, 2010 Dan Caplinger	Smart Moves to Secure Your Retirement It takes a lifetime of smart investing to build up the nest egg you need to have a financially secure retirement. Once you've successfully retired, though, it still takes clever planning to hang onto as much of your money as you possibly can.
The Motley Fool March 25, 2008 Chuck Saletta	The World's Easiest Retirement Plan Doing anything -- anything at all! -- to prepare for retirement, is better than doing nothing. Read on for our simple plan.
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.
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.
The Motley Fool August 4, 2008 Todd Wenning	A Longer Retirement Than You Ever Dreamed Of Will you have enough money when you turn 100?
On Wall Street September 1, 2010	Debating The Retirement Challenge At the On Wall Street Roundtable held recently in Lower Manhattan, the experts weighed in on the most significant retirement issues for advisors and their clients in an unsettled market
The Motley Fool July 10, 2008 Chuck Saletta	Retire Early to the Good Life It takes more than a well-stocked IRA to leave work early.
Financial Planning September 1, 2013	Advisor Confidence Rises, as Does Taste for Risk The index reverses its fall, led by shifts in client behavior and market performance.
Financial Planning February 1, 2006 John Nersesian	Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters.
Financial Planning February 1, 2011 Donna Mitchell	Investing for Retirement A roundtable discussion with six industry experts gleans some of the best ideas on how to help clients maximize opportunities during their peak working years and lay sound plans for the next phase.
On Wall Street April 1, 2011 J. Graydon Coghlan	Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age.
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.
On Wall Street April 1, 2010	Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities.
The Motley Fool May 26, 2010 Dan Caplinger	Your Investing Life Begins at 65 30 years is a long time. Prepare accordingly.
Investment Advisor April 1, 2011 Bob Clark	Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
The Motley Fool April 19, 2007 Ellen Bowman	Where All the Retirees Are Above Average Most Americans think they're right in the middle of the retirement road. So what's the view from the center? The retirement of your dreams is out there, but being average isn't going to bring it to you.
The Motley Fool October 27, 2009 Dan Caplinger	3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet.
The Motley Fool July 9, 2008 Chuck Saletta	Can You Live on $845.89 Per Month? If you think you can count on Social Security for anything resembling a comfortable retirement, think again.