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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.   |
Financial Advisor
October 2010
Michael J. Reed |
Risk Management For Individuals How to match investors' risk appetite with their assets. |
Financial Planning
August 1, 2007
Len Reinhart |
Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years. |
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. |
Financial Planning
May 1, 2011
Andrew Rudd |
First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given time. |
Financial Planning
January 1, 2010
Israelsen & Ferri |
Is a Pension a Bond? Unsure how to value a client's pension or social security? Use the liability reduction model. |
Financial Planning
April 1, 2005
Jerome S. Golden |
Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix. |
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? |
On Wall Street
April 1, 2012
John Diehl |
The Secret to a Happy Retirement? Practice You can help your clients create their own luck in retirement by encouraging them to practice their desired retirement lifestyle and determine what makes sense for them. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
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. |
Registered Rep.
November 1, 2005
Todd K. Ballenger |
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan. |
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 2012
Roy Diliberto |
Cash Flow In Retirement Clients take a different view than advisors. |
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. |
Financial Planning
March 1, 2010
Ed Cassidy |
New Life It's become a familiar story for advisors: Their affluent clients are now facing a changed reality. The financial crisis has left them feeling they have to choose between their well-being and their children's inheritance. |
Financial Planning
November 1, 2008
Gregory P. Brown |
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs. |
The Motley Fool
December 30, 2004
Robert Brokamp |
6 Retirement Resolutions Make 2005 the year you moved much closer to quitting your job. Here's how. |
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. |
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. |
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
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 Advisor
October 2011
Carty & Carty |
Retirement Survival A balance-sheet approach for necessities and life goals has many advantages for clients. |
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? |
Financial Planning
February 1, 2008
Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
The Motley Fool
March 27, 2006
Nathan Parmelee |
Where Assets Go When They Retire A new liability is going to start cropping up on balance sheets. Don't worry: That's a good thing. It's important to comprehend accounting in order to better understand the companies in which we invest. |
On Wall Street
September 1, 2010
Allan Flader |
Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years. |
Financial Planning
October 1, 2006
Suzanne McGee |
Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt? |
Financial Advisor
October 2011
Roy Diliberto |
Rules Of Dumb Some advisors use rules that dumb down our profession. |
On Wall Street
November 1, 2012
E. Thomas Foster, Jr. |
Rising Tide for Investments to Generate Retirement Income As America grows older, advisors shift practices from accumulating wealth to generating income. |
Financial Planning
June 1, 2010
Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions. |
On Wall Street
February 1, 2012
John Diehl |
Using Predictable Income To Strengthen Client Ties Advisors who help clients meet their basic living expenses and other needs by turning assets into streams of predictable income may see their clients' degree of trust and confidence increase if the financial recommendations deliver as proposed. |
Financial Advisor
January 2007
Marla Brill |
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. |
Investment Advisor
May 2008
Timothy Noonan |
Retirement Risk Redefined Boomers will face a new/old risk: that they may outlive their money. What's an advisor to do? |
Commercial Investment Real Estate
Nov/Dec 2008
Christopher J. Truitt |
The Partnership Puzzle LLCs may provide the missing piece in real estate tax structures. |
BusinessWeek
July 2, 2008
Ellen Hoffman |
Retirement Words You Need to Know Before you make retirement decisions, make sure you understand the lingo. |
Registered Rep.
February 1, 2003
Susan L. Hirshman |
The Waiting Game Ideally, portfolios should be managed for tax advantages all year long, but since few investors are inclined towards such sustained attentiveness, the responsibility often falls squarely on the shoulders of the financial advisor. |
Financial Advisor
February 2011
Somnath Basu |
Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks." |
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 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. |
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. |
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. |
The Motley Fool
March 9, 2010
Robert Brokamp |
Are You Saving Enough for Retirement? Your goals are unique, so the way you reach those goals should be, too. |
The Motley Fool
September 23, 2004 |
Balance Sheet Basics Understanding the balance sheet can help you understand your investments. |
Real Estate Portfolio
Jan/Feb 2008
Allen Kenney |
The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc. |
Investment Advisor
May 2006
Chris Blunt |
Retirement Planning: Behind the Numbers Consolidating retirement assets is just one of the services you can provide to build both client relationships and your business. To add more value, make the most of your relationships with clients by providing legacy and estate planning as well as financial organization. |
Financial Advisor
July 2006
Bruce W. Fraser |
Bonus Content - A New Golden Pond A new generation of baby boomers faces retirement -- and new uncertainties. Advisors are going to have to not focus just on asset accumulation for clients but also on expense management to protect clients from outliving their assets. |
Registered Rep.
July 5, 2012
Lauren Barack |
Let it Ride? Hardly. New software addresses the security needs of risk-weary investors approaching retirement. Financial advisors who ignore these concerns risk watching assets walk out the door. |
Financial Advisor
July 2011
Jeff Schlegel |
The Coming Retirement Wave Are Americans financially prepared for life after work? |
Financial Advisor
August 2008
Joel Bruckenstein |
The Other Side Of The Ledger Financial Crossing helps manage client liabilities. |
