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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 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 December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
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.
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 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.
Financial Planning September 1, 2010 David E. Adler	Slices of Time Time segmentation for retirement planning does offer distinct advantages such as telling investors where their income is coming from, what their assets levels are and need to be, and how their goals and lifestyle may have to change.
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 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.
Investment Advisor June 2009 James J. Green	From the Silver Lining Department While the market performance of the last 18 months (at least until March 9) has hurt just about every investor and advisor across the board, there are some silver linings from the downturn.
Financial Planning November 1, 2006 Marshall Eckblad	Advisor Pulse Financial planners are working hard to meet the needs of their retiring clients. But according to a recent survey, they might be doing so at their own expense.
Investment Advisor September 2006	Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life.
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.
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.
The Motley Fool June 3, 2004	Investing Retirement Money Learn how to invest your retirement dollars in relatively "safe" ways.
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 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.
The Motley Fool June 13, 2008 Julie Clarenbach	A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them.
Investment Advisor December 2009 James J. Green	Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium.
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 December 1, 2006 Len Reinhart	Retirement Hedges To meet your clients' needs, your process will have to include planning for each stage of their retirement years. If used correctly, alternative investments can reduce risk in lifetime investment plans.
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.
The Motley Fool July 20, 2010 Amanda B. Kish	Retirement: It's Not as Bad as We Thought Despite the dire predictions, Americans are a little more prepared for retirement.
The Motley Fool February 9, 2010 Dan Caplinger	Don't Let Your Investments Blindside You Do it yourself and know what you're getting. There are some things you're better off doing yourself and managing your retirement savings is one of them
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
Registered Rep. October 28, 2015	JP Morgan: Helping Advisors Help Clients Understand Retirement It's clear that smart retirement planning is at least equally complex as investing, and has a far greater impact on a client's ultimate financial life.
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 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.
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.
Investment Advisor May 2007 James J. Green	They Need to Stay Flexible When calculating the amount of income that a client will need in retirement, financial advisors need to look at many factors, not just longevity, to come up with an accurate amount.
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 June 2006 Tracey Longo	Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs.
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.
Financial Advisor February 2011 Somnath Basu	Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."
The Motley Fool March 15, 2005 Dayana Yochim	Comfy? Carefree? Sick and Tired? How you save for the future determines what kind of retiree you'll be.
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 June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
The Motley Fool October 10, 2008 Mac Greer	Fool Video: Dow Down 7% -- What Now? What should you do now? What does it mean for your retirement?
Financial Planning September 1, 2009 Paul Menchaca	Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income.
Registered Rep. January 1, 2006 Gresham & Gresham	Riding the Retirement Wave Baby boomers are intent on getting the most out of life and their money for many years to come. But what does this demographic really need and what does that mean for your financial advisory practice?
The Motley Fool January 14, 2005 Dayana Yochim	Activate Retirement Panic Plan Antsy about your retirement plans? Oh, you're already retired? Read on. It might not be as easy as 1-2-3, but getting your retirement back on track may help revive that youthful glow.
Financial Planning June 1, 2009 Dave Lindorff	Annuity Ladders People facing retirement want guaranteed income, and they also want liquidity, so purchasing annuities over a period of time, even into retirement, makes sense.
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.
Registered Rep. November 1, 2004 Chris O'Leary	The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments.
Investment Advisor March 2009	The Shoeless Cobbler There are many common issues, both personal and professional, that are keeping today's advisors from properly preparing for their own retirement and succession planning.
Investment Advisor April 2007 James J. Green	News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc.
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.