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Financial Advisor
August 2008 |
Frontline News News for the financial industry: Alliance Creates New Retirement Option... Direxion Launches Two New Funds... Genworth Launches IRA Variable Annuity... Paperless Account Opening Offered... Jefferson National Expands VA Offerings... Vanguard Introduces New Index Fund...   |
Financial Planning
November 1, 2005 |
New Products Alternatives: Russel Investment Group has launched its Managed Account Strategies platform... Insurance: Jefferson National has launched Monument Advisor... Mutual Funds: Fidelity Investments has launched the Strategic Real Return Fund... etc. |
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
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
Financial Advisor
July 2005 |
Advisor Emporium Phoenix Launches Program For Advisors To Target Businesses... S&P's CUSIP Service Bureau Launches New Delivery Service... Jefferson National Offers Flat Insurance Fee For Annuities... The Hartford And Protective Offering Term Life Quotes Online... etc. |
Financial Advisor
November 2007
William Glasgall |
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. |
Investment Advisor
March 2007
James J. Green |
Your Partners' Role In Retirement Planning Schwab Institutional CEO sees a "giant psychographic shift" and "fantastic growth opportunity" for independent advisors. |
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. |
Investment Advisor
November 2006
Kathleen M. McBride |
Equity Income Ingenuity The Goldman Sachs U.S. Equity Dividend and Premium Fund looks to provide a sustainable cash flow for extended lifespans. |
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? |
Wall Street & Technology
November 18, 2005 |
Impact's Retirement Road Map Impact Technologies Group launched its Retirement Road Map sales system, which assists financial advisers in retirement planning for baby boomers. |
Financial Advisor
July 2006 |
Advisor Emporium The Potomac Funds Changes "Direxion"... Fidelity Launches Value International Fund... Vanguard Offers New Retirement Funds... Support Platform For SMAs Introduced... etc. |
Registered Rep.
October 1, 2006
Stan Luxenberg |
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. |
Financial Advisor
March 2007
Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
Financial Advisor
June 2011 |
Advisor Emporium Stories from our June 2011 Advisor Emporium: Russell Program Judges Business Health... Paychex Acquires New Company... RBS Launches Exchange-Traded Notes... more... |
Investment Advisor
December 2009
James J. Green |
Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium. |
On Wall Street
September 1, 2010
Matthew Leung |
Here Today, Here Tomorrow - New Sources Of Income For Retirement It's official. Pensions and social security are no longer viewed as the primary sources of retirement income. |
BusinessWeek
May 27, 2010
Amy Feldman |
Goldman Sachs Goes After Your Retirement Money Goldman Sachs is targeting a $2.7 trillion market with alternative asset funds such as commodities and real estate, and designing target-date funds. |
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. |
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.
April 1, 2007
Lisa A. Cohen |
The Off the Shelf Advisor To effectively capture the retirement-income market, financial advisors need to deploy multiple, simultaneous strategies. Focus on creating income portfolios for those closest to retirement, and push younger clients hard to save and invest early and often. |
Financial Planning
September 1, 2008
Stacy Schultz |
Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing. |
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 Advisor
February 2008 |
Advisor Emporium LPL And Fiduciary360 Partner For Training... Pershing Offers New Tool... Biondo Joins Investors Capital Advisory... IAS Launches Software Package... Thornburg Introduces New Fund... Vanguard Adds Funds... |
Financial Advisor
September 2010 |
Advisor Emporium Advisor Emporium: Schwab Offers Integrated Technology Platform... National Planning Holdings Launches WealthOne... BlackRock Increases ETF Offerings... Goldman Sachs Adds Fund... more... |
Financial Planning
October 1, 2006
Marshall Eckblad |
New Products Alternatives: Morningstar has launched 529 Suitability Manager... Insurance: AIG American General has introduced Elite Global IUL, and indexed universal life policy... etc. |
Financial Planning
May 1, 2006
Marshall Eckblad |
Industry New Products Alternatives: The American Stock Exchange has listed five additional ETFs... Virtual sales tool kit for executive bonus plans and restricted bonus arrangements... Insurance: Jefferson National Life Insurance has added two Rydex funds... etc. |
Registered Rep.
May 18, 2010
Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Financial Advisor
July 6, 2010 |
Advisor Emporium Calvert Foundation Launches Community Fund... Jefferson National Adds New Investments... Fidelity Launches Corporate Bond Fund... Nuveen Offers Diversified Fund... more... |
Financial Planning
August 1, 2007
Donald Jay Korn |
Lean Cuisine Lower-cost variable annuities can be a key ingredient in your financial advisory client's retirement recipe. |
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 Planning
July 1, 2005 |
New Products Alternatives... Insurance... Mutual Funds... Practice Tools... |
Financial Advisor
May 2008 |
Advisor Emporium Jefferson National Offers Annuities Tool... Allianz Life Introduces Annuity Series... PowerShares ETF Listed On NYSE... etc. |
Investment Advisor
March 2010
Melanie Waddell |
Cover Story: Custom Job All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress and the Obama Administration. |
Investment Advisor
March 2008
Melanie Waddell |
Focus! There's plenty to think about when doing retirement planning for clients; read on for the priorities that you should be doing something about, right now. |
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 Advisor
June 2007
Thomas Scott |
What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes? |
Investment Advisor
May 2006 |
Upgrades Standard & Poor's launched the S&P Completion Index... Rydex Investments received a private letter ruling from the IRS... Fidelity Investments registered with the SEC... etc. |
Registered Rep.
December 4, 2012
Gallant & Schneider |
Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal. |
Financial Advisor
March 2012 |
Advisor Emporium Folio Introduces Portfolio Unitization Solution... Goldman Sachs Offers Rising Dividend Fund... Connors Group Unveils Machine Advisor... iShares Expands Dividend ETF Offerings... Securities America Signs With ReferralPod... MacMillan Social Created... |
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. |
Registered Rep.
May 20, 2011
Diana Britton |
Fee-Only FAs Positioned Well to Capture Retirement Plan Assets Fee-only financial advisors are well-positioned to capture retirement plan clients because of their fee transparency and their business model's alignment with ERISA. |
Financial Planning
February 1, 2008
Elizabeth O'Brien |
Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow. |
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. |
The Motley Fool
July 6, 2011
Dan Caplinger |
Make Your Retirement Savings Go Further People have saved more than ever, but how can they utilize the best strategies to turn their investments into cash? |
On Wall Street
November 1, 2008
Elizabeth Wine |
Seeking Unsexy Annuities Annuities have received a bad rap of late for their high fees and confusing contracts. But as other investments tank, clients are once again looking for guaranteed income streams from their portfolios. |
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. |
Investment Advisor
January 2010
Melanie Waddell |
Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income. |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
