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Financial Planning
October 1, 2005
Kathy Gevlin |
White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years.   |
Financial Planning
August 1, 2006
Joel Bruckenstein |
An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market. |
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 Planning
April 1, 2005
Abigail La Croix |
5 Questions A life insurance executive explains why no-load life insurance products matter. |
Financial Planning
June 1, 2005
Len Reinhart |
Later-Life Planning As clients live longer, they will have different needs at different stages of their retirement. |
Wall Street & Technology
October 17, 2007
Penny Crosman |
Schwab, Investment Managers Prepare for Retirement Boom Some of the 78 million baby boomers are about to retire -- how will financial advisers cope with the deluge? |
The Motley Fool
February 24, 2004
J. Graham |
Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio. |
Financial Planning
May 1, 2006
Chris Blunt |
Happy Endings? The new retirement story seems fraught with peril. Here's how financial planners can reassure clients -- and bring more of their assets under management. |
Insurance & Technology
August 24, 2009
Anthony O'Donnell |
Prudential Annuities Debuts Consumer-Focused Web Site Prudential's new site features an educational video, simple navigation, and consumer-friendly language about Prudential Annuities Highest Daily Lifetime 6 Plus optional living benefit. |
Wall Street & Technology
March 22, 2005
Maria Santos |
Baby Boomers Provide Retirement Planning Advice For Themselves A recent survey by Chicago-based financial services firm Northern Trust reveals that, while baby boomers are planning for retirement, many are doing the planning without the assistance of professional advisers. |
On Wall Street
December 1, 2010
Katie Libbe |
Learning From Clients' Fears The retirement landscape is changing, and baby boomers are eager for help with navigating the new reality. Anxiety is high not only about saving for retirement, but having income in retirement has also become a major concern. |
Financial Planning
July 1, 2006
Elizabeth O'Brien |
A Cheaper Annuity Is Raymond James's new cap on fees the start of a trend in variable annuities? |
The Motley Fool
July 25, 2007
Buz Livingston |
Beware of Brokers Bearing Annuities Be careful, be very careful, when listening to sales pitches from insurance agents promoting retirement planning. Big commissions and poor performance can cost you. |
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. |
On Wall Street
January 1, 2012
John Diehl |
Lifting The Cloud Over Annuities Anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market. |
CFO
May 8, 2006
Chuck Jaffe |
Easy Target? That first chance to buy an alternative investment product is like an invitation to join an elite country club. The problem is, many executives fail to look closely enough at what they're getting into. Don't open your wallet to an investment pitch you don't understand. |
Registered Rep.
January 15, 2013
Alan Lavine |
Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide. |
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. |
Insurance & Technology
January 15, 2008
Nathan Conz |
Annuities Carriers Cooperate On NAVA STP Initiative To Improve Service Levels Under the National Association for Variable Annuities straight-through processing initiative, carriers are looking to improve service levels and processing times, which could eventually change the way they view competitive differentiation. |
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. |
Financial Planning
March 1, 2007
Frank O'Connor |
A Bump in the Road Despite a third quarter slump in sales, variable annuities are still headed for a banner year. |
The Motley Fool
September 15, 2010
Dan Caplinger |
This Investment Won't Save Your Retirement Annuities can't work if you don't have the money to buy them. |
The Motley Fool
March 24, 2005
Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
Financial Planning
December 1, 2005
Len Reinhart |
Making Changes To implement a living investment plan for retiring clients, you'll need to broaden your focus and rethink your technology. |
Knowledge@Wharton
August 27, 2003 |
How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply. |
The Motley Fool
December 8, 2010
Selena Maranjian |
Don't Fall for This False Retirement Promise By taking matters into your own hands, you can build your own comfy retirement through annuities, dividends, or a combination of both. |
U.S. Banker
December 2005 |
Investment products: Index-Rate Annuity Sales Surge at Banks Nationwide A once-obscure product, the equity-indexed annuity, is climbing steadily in popularity -- representing a major sales opportunity for banks -- thanks to its higher recent returns than the traditional fixed annuity. |
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. |
Registered Rep.
June 13, 2011
Mark Miller |
Insure Against Longevity Risk with Immediate Annuities There are signs that the SPIA is poised to play an even larger role in the retirement landscape. |
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. |
Financial Advisor
November 2011
Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns. |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
Financial Planning
March 1, 2005
Michael B. Horwitz |
A Matter of Touch Clients who feel cared for have a strong bond of trust with their financial advisers. |
Registered Rep.
July 1, 2004
Stan Luxenberg |
The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets |
Financial Planning
August 1, 2006
Marion Asnes |
4 Questions After publishing his best-selling book The Number: A Completely Different Way to Think About the Rest of Your Life, Lee Eisenberg found that his voice had become one financial advisers wanted to hear -- despite the fact that he criticizes some practices of the profession. |
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. |
BusinessWeek
July 2, 2009
Peter Coy |
Can You Afford to Retire? After watching their savings evaporate and their net worth plunge, many are giving up on retirement planning. But there are ways out of this mess without winning the lottery. |
Registered Rep.
October 1, 2002
Pamela J. Black |
The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees. |
Wall Street & Technology
February 27, 2005 |
Support Needed Financial institutions that want to boost their retail investment businesses need to provide better support to their reps and advisers, according to a recent study by Financial Insights. |
Financial Planning
April 1, 2006
Marshall Eckblad |
New Products Alternatives: State Street Global Advisors has unveiled three SPDR exchange-traded funds... Unified managed account... Insurance: John Hancock has launched Accumulation VUL... Mutual Funds: Vanguard now offers a Strategic Small-Cap Equity Fund... etc. |
Insurance & Technology
March 18, 2005
Wendy Toth |
On the Move Insurance companies are integrating new technology to assist productivity and increase returns. Here are examples of what companies like John Hancock are doing. |
Financial Planning
February 1, 2005
Len Reinhart |
Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios. |
Financial Planning
October 1, 2005
John J. Bowen |
Up Close and Personal "Know your client" isn't just industry jargon. Research shows that client-centered financial advisers get more business. |
Financial Planning
July 1, 2005
Marie Swift |
Lively up Your Web Site For financial planners, a great online presence requires more than adding your picture to a turnkey template. Most visitors want to know who you are and how you can help them. Give them what they want, right up front. |
National Real Estate Investor
December 2, 2002
Parke Chapman |
John Hancock to sell Boston trophy tower The number of insurers paring their real estate portfolios underscores how poorly the industry has done. |
BusinessWeek
September 11, 2006
Lauren Young |
Taking Stock Of Your Adviser Many investors don't know how to evaluate the person in charge of their portfolios. These seven questions should help. |
Financial Planning
February 1, 2005 |
News Digest Sports Consortium Launched... ERISA Training Online... Morningstar IPO Still Coming... Online Seminar Kit Available From Fidelity... 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. |
Registered Rep.
February 8, 2013
Mark Miller |
What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number. |
The Motley Fool
January 11, 2010
Dan Caplinger |
This Won't Solve the Retirement Crisis Promoting annuities has more cons than pros. |
