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Registered Rep. October 4, 2011 Charles Paikert	Working With Pro Athletes: Dream Clients Can Also Be A Nightmare In theory, working with professional athletes sounds like a wealth manager's dream come true. But be careful what you wish for, say veteran observers: working with professional athletes can also be a nightmare.
AskMen.com August 4, 2014 Johnny Testa	Athletes Who Retired Early Here's a list (in no particular order) of athletes that retired early.
The Motley Fool October 2, 2009 Selena Maranjian	Don't Let Your Dream Turn Into a Nightmare Being a star athlete isn't all it's cracked up to be.
AskMen.com Christopher Hunt	NBA Draft Financial Lessons NBA draft: don't blow it! Former star Antoine Walker warns against finance pitfalls.
The Motley Fool May 17, 2005 Selena Maranjian	Why Women Are Worried The National Women's 2005 Retirement Survey found that many women are behind in retirement planning. But they can turn things around.
Investment Advisor March 2007	How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life?
Wall Street & Technology March 14, 2008 Cory Levine	Wealth Management Firms Need Tech Upgrade As 73 million baby boomers begin to hit retirement in 2008, a massive shift is occurring from accumulation of wealth to distribution, according to a report from Celent. But in order to effectively serve retired clients, wealth management firms are going to need to upgrade their technology.
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 June 2006 Megan L.F. Robert	Retirement Planning: Retirement Advisor Profile Financial institutions are looking at retirement planning as a business opportunity and trying to see how it fits together with their overall business.
Registered Rep. October 1, 2005	Better Die Before They Get Old How many boomers are prepared for retirement?
Investment Advisor January 2009 Kara P. Stapleton	Passing It Along Advisors take note: Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink of being transferred from one generation to another.
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.
Financial Planning September 1, 2010 Marion Asnes	Real Wealth Wealth management is a study in anxieties, as advisors relate how even their multimillionaire clients are struggling to unload overpriced homes and pay astronomical college tuition bills. You have to wonder: What is wealth, anyway?
The Motley Fool January 19, 2007 Brian Lawler	Should We Sweat Our Savings Rate? Do the savings statistics accurately portray an overspending American consumer, or is it just another financial illusion?
AskMen.com June 23, 2004 Lewis Helfand	Pensions In Pro Sports Comparing the pensions of the major professional sports leagues.
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.
Registered Rep. April 1, 2005 Will Leitch	Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses.
Registered Rep. April 6, 2007 Kristen French	The Cost Of Retirement Ibbotson Associates released its own savings guidelines for typical investors with different ages, income levels and initial accumulated wealth. These recommendations won't surprise financial advisors, but might help inspire profligate clients.
Financial Planning January 1, 2012 Charles Farrell	Retirement by Design Helping investors live off their wealth is a very different business from helping them build wealth. But managing retirement income is something every advisor needs to learn how to do -- and soon.
Registered Rep. February 24, 2005 Will Leitch	Merrill Unveils New Way to Think about Retirement A new study from Merrill Lynch asserts that the oft-predicted baby boomer retirement crisis will be a nonevent for one important reason: Most boomers plan to work during their so-called "retirement years."
Financial Planning October 1, 2011 Martin Shenkman	Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities.
Registered Rep. January 11, 2013 Mark Miller	Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
Registered Rep. February 2, 2011 Charles Paikert	Even The Rich Are Worrying About Retirement "There's a newfound feeling of vulnerability among wealthier clients," said Lyle LaMoth, head of U.S. Wealth Management for Merrill Lynch Wealth Management.
Financial Planning December 1, 2005 Kathy Gevlin	See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs.
Investment Advisor December 2006	The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations.
Financial Planning August 1, 2006 Elizabeth O'Brien	White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers.
Registered Rep. July 19, 2011 Diana Britton	Wells Fargo's Wealth Management Earnings, Headcount Dip but Cross Selling Improves Wells Fargo's wealth, brokerage and retirement business posted slightly lower second-quarter earnings.
On Wall Street September 1, 2012 Frances A. McMorris	Editor's Letter: Wealth Management with a Personal Touch Things that financial advisors need to consider as baby boomers approach retirement.
On Wall Street June 1, 2013 Lorie Konish	Five Questions with Ken Dychtwald Age Wave President and CEO Ken Dychtwald discusses what that new retirement reality may look like.
Investment Advisor August 2008 Kara P. Stapleton	Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement.
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.
The Motley Fool January 25, 2007 Mary Dalrymple	Retire in Poverty? Reverse the deteriorating retirement trend by saving more now.
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.
Wall Street & Technology January 24, 2006 Cory Levine	Retirement Boom Retiring investors will be removing assets from retirement planning investments and rededicating them to other objectives. As they do, retirees will take their funds to whomever offers the management program most attuned to their needs.
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.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
Registered Rep. October 17, 2011 Kristen French	Wells Fargo Wealth/Brokerage Client Assets Decline; Asset-Based Revenue Up Wells Fargo's wealth brokerage and retirement businesses reported third quarter income of $291 million, up 14 percent versus the year ago quarter, while revenue for the division was down 1 percent from the year ago quarter.
The Motley Fool November 17, 2006 Mary Dalrymple	Working Retirement? Does a paycheck, for fun or profit, figure in your retirement plans?
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.
Registered Rep. January 14, 2004 John Churchill	Baby Boomers Zero in on Retirement As the baby boomer generation nears retirement age, the financial issues that weigh heaviest on their minds are shifting. According to a study released yesterday, baby boomers have switched their financial focus from providing for children to planning for retirement.
Investment Advisor April 2009 Melanie Waddell	Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough.
Wall Street & Technology October 28, 2008 Leslie Kramer	SunGard Enhances WealthStation Financial Planning Enhancement geared to help advisors guide clients through uncertainty.
On Wall Street April 1, 2010	Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities.
Investment Advisor March 2010 James J. Green	Merrill Discovers Retirement It appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and is moving to better position its army of financial advisors to compete in the space.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
The Motley Fool July 2, 2008 Selena Maranjian	Latrell Sprewell, Evander Holyfield, and You Enjoy a cushier retirement than pro athletes.
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?
Investment Advisor December 2009 Melanie Waddell	Retirement Planning: Income Plans, Merrill Style Service links Bank of America deposit accounts with Merrill Lynch cash management accounts.
Financial Planning September 1, 2009 Donna Mitchell	Savings Recouped A new report from the Employee Benefit Research Institute says that American families are going to need to drastically increase their savings, work longer or significantly decrease their spending in retirement if they hope to make ends meet.
Wall Street & Technology June 2, 2009 Melanie Rodier	China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report.