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Financial Advisor
August 2008
Ken Ziesenheim |
The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that.   |
Financial Advisor
August 2012
Robert Kreitler |
Drawing A Hard Line How advisors can use critical path strategies to provide cash flow in retirement. |
Investment Advisor
November 2005
Bob Clark |
Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice. |
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 Advisor
July 2006
Dorothy Hinchcliff |
Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices. |
Financial Advisor
October 2010
Michael J. Reed |
Risk Management For Individuals How to match investors' risk appetite with their assets. |
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
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
March 2012
Somnath Basu |
The Anatomy Of The Boomer Retirement Market They are woefully unprepared for retirement. The problem could be bigger than the 2008 financial crisis, requiring a new round of bailouts. |
Financial Advisor
December 2011
Bill Bachrach |
Higher Ethics It's unethical and out of integrity to be a financially unsuccessful financial advisor. |
Financial Advisor
August 2006
Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. |
Investment Advisor
December 2005
Kathleen M. McBride |
Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest? |
Registered Rep.
May 1, 2006
Kevin McKinley |
Savvy Start Advisors are gradually shifting their focus from helping their clients make money to spending it. What's driving the shift? The knowledge that many of their best customers are winding down their careers and want to enjoy the fruits of their labor. |
Financial Advisor
July 2011
Dan Moisand |
Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets. |
Registered Rep.
November 25, 2009
Philip Palaveev |
The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners. |
Financial Advisor
June 2005
Joel P. Bruckenstein |
A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve. |
Financial Advisor
October 2011
Roy Diliberto |
Rules Of Dumb Some advisors use rules that dumb down our profession. |
Financial Advisor
November 2006
Tracey Longo |
Conference Roundup Meeting the demands of baby boomer clients led content at the 8th Annual Financial Advisor Symposium. |
Financial Advisor
September 2010
Carty & Carty |
Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims. |
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
November 1, 2009
Gerri Leder |
Navigating A New Tax Era As far as taxes are concerned, make no mistake: Your clients' retirement savings are in peril. In our lifetime, the tax burden will likely change wealth and consumption habits for advisors and clients alike. |
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. |
Financial Planning
August 1, 2010
Scott Schutte |
Ditch the Declination As clients move past their accumulation years, risk management becomes even more critical to the defense of a solid financial plan. |
Financial Planning
January 1, 2012
Bob Veres |
True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past. |
Registered Rep.
April 30, 2010
Jerry Gleeson |
What? Me Worry? Boomer Retirement Attitudes Fall Short, Report Finds Boomers seem to be lacking a sense of urgency about preparing for retirement in light of the financial collapse. |
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. |
Financial Advisor
October 2006
Mary Rowland |
The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning. |
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. |
Investment Advisor
April 2008
Susan L. Hirshman |
Spend Like There Is a Tomorrow It doesn't matter how good your clients' investments are if they spend too much. |
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. |
Financial Advisor
August 2005
Fowler & Rattiner |
Averting Disaster A new archetype in financial planning is needed for individual investors. |
Financial Advisor
March 2011
Bruce W. Fraser |
Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how. |
Wall Street & Technology
October 28, 2008
Leslie Kramer |
SunGard Enhances WealthStation Financial Planning Enhancement geared to help advisors guide clients through uncertainty. |
Financial Advisor
October 2012
Roy Diliberto |
Cash Flow In Retirement Clients take a different view than advisors. |
Investment Advisor
September 2006
Mark Tibergien |
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age. |
On Wall Street
October 1, 2008 |
The 2008 Retirement Roundtable Our industry experts gather to discuss the big issues facing financial advisors and their clients. Read their opinions on the decumulation phase of retirement plans |
Financial Advisor
June 2012
Joni Youngwirth |
Who Is Your Firm's CFO? Advisory firms need to better manage their financial risks. |
Financial Planning
November 1, 2006
Howard Sontag |
How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road. |
On Wall Street
October 1, 2011
Don Schreiber, Jr. |
The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk. |
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. |
Investment Advisor
October 2008
Maya Ivanova |
War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses. |
On Wall Street
June 1, 2010 |
Five Questions With Gurinder Ahluwalia The President/CEO of Genworth Financial Wealth Management talks about his company's goals and services. |
Financial Planning
December 1, 2007
Len Reinhart |
Goin' Golfin' Before he retires, this columnist looks back -- and ahead -- at the trends that have and will define the financial advisory business. |
Financial Planning
May 1, 2012
Bob Veres |
Rethinking Distribution Planning Once we see a flood of new thinking about an aspect of planning, it's only a matter of time before we see a major shift in the way the service is provided. |
Financial Planning
July 1, 2007
Gene Fama Jr. |
Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income. |
Financial Advisor
March 2012
Bernie Clark |
The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them. |
Financial Planning
September 1, 2010
Paul Menchaca |
Who's Wealthy Now? During today's sluggish recovery from a deep economic recession, the simple fact is that fewer americans, even the rich ones, are immune to financial stress. |
Financial Planning
September 1, 2007
Somnath Basu |
Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond. |
Investment Advisor
January 2008
Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. |
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 |
