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Registered Rep. April 17, 2012 Diana Britton	Live From Tiburon: Is a Self-Serve Revolution Upon Us? Chip Roame, managing principal of Tiburon Strategic Advisors, makes the bold prediction that the self-serve channel is booming.
Registered Rep. April 18, 2012 Diana Britton	Tiburon's Roame: Less of a Breakaway Trend, More of a `Broken-Away' Trend Whether you agree with him or not, Chip Roame, managing principal of Tiburon Strategic Advisors, is not afraid to tell you exactly how he sees it when it comes to the financial services industry.
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.
Financial Advisor November 2005 David J. Drucker	Chasing The Wrong Clients? Some think that financial advisors are after the wrong group of wealthy clients.
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.
Registered Rep. February 1, 2005 Will Leitch	MetLife Buys Citigroup's Insurance Arm Citigroup's decision to sell its Travelers Life & Annuity arm to MetLife for an estimated $11.5 billion could be a sign of things to come in the financial advisory business.
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.
Investment Advisor March 2007 James J. Green	Your Partners' Role In Retirement Planning Schwab Institutional CEO sees a "giant psychographic shift" and "fantastic growth opportunity" for independent advisors.
Financial Planning September 1, 2009 Donna Mitchell	Roame on RIAs Conversations about change in the registered investment advisory space are constant these days, thanks to volatile markets, new products and demographic shifts. What sort of future will these changes create for the industry?
Investment Advisor March 2010 Melanie Waddell	Cover Story: Custom Job All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress and the Obama Administration.
Financial Planning August 1, 2010 Paul Menchaca	Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market.
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.
Financial Planning March 1, 2008 Stacy Schultz	Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today.
Investment Advisor July 2008 Melanie Waddell	Drivers of Annuity Sales Assets in annuities will jump to $2.9 trillion by 2012 -- a compound annual growth rate of 7.9% -- sparked by demographic trends and product development that addresses both guaranteed income and principal protection.
Financial Advisor February 2006 Tracey Longo	A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers.
Registered Rep. April 1, 2007	401(k)s Coming Your Way? Big Blue announced that it has hired Fidelity Investments and The Ayco Company to offer financial advice to its U.S. employees. IBM's move may be a first for a major U.S. company. That's good news for financial advisors.
On Wall Street May 1, 2010 Conrad & Menchaca	Goldman Sachs Feels The Heat, Making It Tough For Advisors The Securities and Exchange Commission's lawsuit against Goldman Sachs may well be the catalyst for setting a universal fiduciary standard for the financial advisory industry.
Investment Advisor June 1, 2011 John Sullivan	Catching up with... Eric Henderson As senior vice president of individual investments for Nationwide Financial, he's responsible for both the consumer and plan sponsor sides of the business.
On Wall Street November 1, 2008 Elizabeth Wine	Seeking Unsexy Annuities Annuities have received a bad rap of late for their high fees and confusing contracts. But as other investments tank, clients are once again looking for guaranteed income streams from their portfolios.
Financial Planning April 1, 2007 Kathy Gevlin	How Are You Doing? If you were to take a step back right now and ask yourself how well your financial advisory practice was meeting your objectives, what would your answer be? What are the successful ones doing right? Consider the following questions.
Financial Advisor June 2007 Thomas Scott	What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes?
Financial Planning July 1, 2012 Hennagin et al.	Hot Topics Network hubs bring advisory business together... Fidelity introduces new bond funds... Ranks of ultra-wealthy seen growing...
On Wall Street October 1, 2012 Dave Lindorff	Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.
Financial Planning November 1, 2007 Kathy Gevlin	How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant.
Financial Advisor May 2005 Lavine & Liberman	Uncertain Future The Fidelity Executive Forum raises issues about where the money management industry is headed.
Financial Planning December 1, 2007 Ilana Polyak	Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Investment Advisor March 2009 Melanie Waddell	Searching for Security As affluent retirees' worries about their financial well-being continue to mount due to the market and economic swoon, sales of immediate annuities are seeing a significant spike.
Financial Advisor June 2012	Forward Progress Five experts discuss the state of the advisory business.
Registered Rep. June 17, 2014 Alan Lavine	Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating.
Financial Advisor June 2006 Tom Lydon	Ten Myths Busted At Tiburon Summit Discussions at the Tenth Tiburon Strategic Advisors CEO Summit helped dismantle myths about investments, boomers and more.
Registered Rep. May 25, 2005 John Churchill	Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004.
Financial Advisor January 2009 Ray Fazzi	Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time.
Investment Advisor June 2009 Melanie Waddell	Retirement Planning: Warming Up to Annuities Investment advisors are steadily increasing their use of immediate annuities for rollover dollars, according to a recent study by Cerulli Associates.
On Wall Street December 1, 2009 Gerri Leder	Are the Wirehouses as Broken as the Breakaway Brokers Insist? Wirehouse reps who switched firms have begun to show an increasing willingness to jettison the wirehouse model altogether in favor of independence.
Registered Rep. April 21, 2004 David A. Gaffen	Separately Managed Accounts in Beantown According to data from Tiburon, 61 percent of fee-only advisors (RIAs) use no-load mutual funds as the chief component of their investment strategy.
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.
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.
Financial Planning October 2, 2007 Elizabeth O'Brien	White Paper - A Balancing Act When constructing a retirement income solution, advisors must weigh subjective factors such as the client's individual risk tolerance and the desire to leave assets to heirs.
Financial Advisor November 2003 Hinchcliff & Longo	Extraordinary Vs. Ordinary Experts at The 6th Annual Financial Advisor Symposium outlined what it takes for advisory firms to be among the best in the country.
Registered Rep. November 16, 2010 Alan Lavine	Growth Opportunities: Immediate Annuities And Qualified Retirement Plans There's a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income.
Financial Planning November 1, 2010 Donald Jay Korn	Separate Ways As fee-oriented investment management increasingly appeals to advisors and clients, fee-structured accounts are growing apace. Or not, depending on how the terms are defined.
Financial Advisor May 2010 Alan Lavine	Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework.
The Motley Fool June 3, 2010 John Rosevear	Is This the Lamest Investment Ever? Annuity sales are on the rise. Should you consider one?
Financial Advisor November 2011 Alan Lavine	Finding A Floor Annuities gain traction in a world of low returns.
Financial Advisor October 2012 Jim McConville	The Plan Have financial advisors gone sour on selling 529 college savings plans?
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.
Registered Rep. April 17, 2003 Ross Tucker	Goldman Acquiring Fee-Based Advisory Goldman Sachs announced plans to acquire The Ayco Company, one of the country's oldest fee-based advisory firms. The deal, which would add $6 billion to Goldman's $347 billion in assets under management, is notable for Goldman's interest in a business comprised of middle-rich clients.
On Wall Street January 1, 2009 Jack Sharry	Innovating Our Way to A Bright Future There are breakthrough innovations happening in the income distribution market -- here are a few.
Financial Advisor February 2007 Tracey Longo	Variable Annuities Get Sales Boost Do you really want to get your clients' attention as they prepare for retirement? Talk to them about variable annuities.