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Investment Advisor February 2007 Ben Warwick	The True Costs of Active Management Think mutual funds are cheaper than hedge funds? Not a chance.
Investment Advisor March 2009 Olivia Mellan	The Bright Side of Non-Retirement Recent research shows a link between continuing to work and greater longevity.
Investment Advisor August 2006	Letters: Read the Rules Doesn't Anyone Ever Actually Read the Code?... Another Satisfied Customer...Olivia Mellan's Starting a New Radio Show... Mark Tibergien's Got a New Book...
Investment Advisor May 2006	Letters: We're All Getting Older Retirement goals and expectations... Irrational fear of capital gains... Social Security is doomed because no one has the nerve to fix it...
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
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.
Investment Advisor March 2009 James J. Green	Advisor, Know Thyself In helping clients plan their retirement, it's essential not only to determine clients' goals, but also for advisors to understand their own biases about retirement.
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
Investment Advisor July 2006 Jamie Green	Show Me, Show Them Stuart Zimmerman's constancy of though and consistency of application have propelled him and the companies he's help found to the top of not just the CPAs-turned-planners field, but the RIA marketplace in general in just 12 years of business. Here's an interview.
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 November 2006 Raymond Fazzi	Success With A BAM Two CPAs proved that accountants could not only successfully take on an investment advisory practice, but could do so prosperously and without abandoning the principals that guided them as accountants.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Investment Advisor August 2008 James J. Green	Catching up with...Mitch Politzer Even if there has been a sea change in annuities, there's still a lag among advisors in terms of using the products. Mitch Politzer, president and CEO of First Ameritas Life Insurance Corp. of New York, discusses the instruments.
Registered Rep. March 2, 2015 John F. Wasik	How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight.
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 June 1, 2012 Larry Barrett	The Reality of Health Care Costs Too many Americans are counting on Medicare to pay for a high portion of their health care costs in retirement. Too many pre-retirees are either ignoring or underestimating the advice they could be receiving from a financial advisor.
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.
Investment Advisor November 2006	Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now.
Investment Advisor February 2007 Mark Tibergien	No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers.
Investment Advisor November 2006 Savita Iyer	Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey.
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
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.
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?
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 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.
The Motley Fool July 22, 2009 Rich Smith	Your Retirement Is a Pipe Dream Wake up, America, or you'll be working forever. The market's down about 40% from its high, and that's scary. But in all honesty, I don't see any alternative.
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.
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 26, 2008 Selena Maranjian	Don't You Dare Retire Early! You might regret leaving that job. As appealing as early retirement seems, for many Americans it's not so wonderful.
Financial Planning February 1, 2008 Charles J. Farrell	Magic Numbers A few simple ratios is all it takes to get -- and keep -- clients focused on long-term goals.
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 Advisor June 2008	Frontline News News: As the number of financial advisory players shrinks, recruiting intensifies... Pomering to run Moss Adams' RIA unit... Pershing advisor solutions sets exec committee... Larger taxable distributions on mutual funds... etc.
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.
The Motley Fool April 9, 2010 Robert Brokamp	9 Retirement Killers Make sure you sock it away, and sock it away the right way.
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.
The Motley Fool January 14, 2005 Selena Maranjian	Win Ben Stein's Respect! If it's dawning on you that you might be woefully underprepared for retirement, don't despair. It's probably not too late.
Financial Advisor May 2004 Raymond Fazzi	Retirement Stop Sign Health care costs force many clients to rethink retiring early.
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 Advisor October 2, 2009	Advisor Emporium Products of interest to advisors: LPL Launches retirement plan program... MassMutual captures retirement sales... Morristown Financial Group is launching Advisor AdvantEDGE... SAM adds sustainable investments... EPH China fund is created... more...
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.
Financial Planning April 1, 2012 Donna Mitchell	The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates.
Investment Advisor April 2010 Olivia Mellan	Ariely on Retirement Planning A new guideline on how much money you'll need during retirement.
Financial Advisor September 2008 Mike Sheets	Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years.
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.
The Motley Fool May 3, 2011 Amanda B. Kish	Why Advisors Can't Pick the Right Investments Don't count on advisors to make the right choices on ETFs and mutual funds.
The Motley Fool January 6, 2005 Selena Maranjian	Retire Your Anxiety Your hair doesn't have to turn gray so quickly. Choose to worry a lot less about your retirement by taking more action. Here are some steps you can follow.
On Wall Street October 1, 2010	Letters Most people think that health care reform will solve many of the problems facing retirees and people about to retire. Nothing could be further from the truth. Financial advisors need to be prepared to talk about health care costs.
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.
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.
Investment Advisor February 2007 Melanie Waddell	Clear Road Ahead Commonwealth's retirement platform, Preferred Portfolio Services Retirement Solutions, keeps financial advisors compliant with ERISA and PPA.