| Similar Articles |
|---|
 |
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 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. |
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. |
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
December 2009
James J. Green |
Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium. |
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
January 2007
Savita Iyer |
DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor. |
Financial Planning
June 1, 2012
O'Connor & McCarthy |
Making Adjustments 2012 started out about average for variable annuity issuers in terms of SEC filing activity, with a total of 59 annuity product changes in the first quarter com pared with 130 filings in the fourth quarter of 2011 and 49 in the first quarter of last year. |
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.
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. |
On Wall Street
February 1, 2010
Elizabeth Wine |
Variable Annuities Are Down but Not Out Variable annuities had a tough 2008 and 2009 like everybody else. |
The Motley Fool
December 8, 2010
Selena Maranjian |
Don't Fall for This False Retirement Promise By taking matters into your own hands, you can build your own comfy retirement through annuities, dividends, or a combination of both. |
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
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
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. |
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. |
Investment Advisor
February 2009
Kara P. Stapleton |
Losing May Mean a Move to Cash A new report for the advisory industry finds the wealthy are changing their retirement plans. |
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. |
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
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. |
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. |
U.S. Banker
December 2006
Lee Conrad |
Learning to Serve Retirees In the Final Stages of Life The retirement market is prompting banks to rearrange internal structures, with new retirement czars at the helm and new products on the offer. After all, customers don't want to outlive their money. |
Financial Advisor
March 2007
Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
Investment Advisor
April 2007
James J. Green |
News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc. |
Investment Advisor
March 2008
Melanie Waddell |
Focus! There's plenty to think about when doing retirement planning for clients; read on for the priorities that you should be doing something about, right now. |
Insurance & Technology
August 24, 2009
Anthony O'Donnell |
Prudential Annuities Debuts Consumer-Focused Web Site Prudential's new site features an educational video, simple navigation, and consumer-friendly language about Prudential Annuities Highest Daily Lifetime 6 Plus optional living benefit. |
On Wall Street
December 1, 2012
Richard T. Mason |
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning. |
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. |
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. |
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. |
Registered Rep.
May 18, 2010
Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow. |
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. |
Investment Advisor
November 2009
Savita Iyer-Ahrestani |
Hispanics Need Advice This fast-growing segment of U.S. population offers a great opportunity for advisors. |
Financial Advisor
June 2012 |
LPL Financial Launches Rollover Program LPL Financial is launching a new platform to help advisors increase their retirement business by serving more individuals rolling over their 401(k) plans. |
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. |
Investment Advisor
June 2008
Melanie Waddell |
Retirement Planning at Envestnet The former president of Ibbotson plans 401(k) advice platform for Envestnet Asset Management's newly established Retirement Services Group. |
Financial Advisor
February 2005
Tracey Longo |
Guarantees Spur Income Variable Annuities Sales Burgeoning investor interest in guaranteeing some part of their retirement income, especially in this era of diminishing pensions, is spurring more companies to develop a host of new variable products and features. |
Registered Rep.
October 28, 2015 |
JP Morgan: Helping Advisors Help Clients Understand Retirement It's clear that smart retirement planning is at least equally complex as investing, and has a far greater impact on a client's ultimate financial life. |
On Wall Street
July 1, 2013
Mason Braswell |
Generation W(on't Be Able to Retire) The conversation about millennials retirement is just beginning. |
On Wall Street
December 1, 2009
Geoffrey Stiff |
When Your Client's Retirement Plan Is Washed Away, You Can Rebuild it Investors who are close to retirement are emerging from their storm cellars to assess the damage their retirement portfolios suffered during last year's financial tornados. |
Investment Advisor
July 1, 2011 |
Not There Yet Letter to the Editor: "Does the Federal Government Have a Future in Annuities?" |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
Financial Planning
September 1, 2006
David Liebrock |
Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market. |
Investment Advisor
January 2010
Melanie Waddell |
Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income. |
On Wall Street
March 1, 2012
John Diehl |
The Financial Calculus of Aging While surveys continue to show that procrastination is alive and well when it comes to retirement planning, there is no doubt that boomers are actively seeking solutions to real life issues associated with aging. |
Investment Advisor
June 2007
Kara P. Stapleton |
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill. |
Registered Rep.
October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement? |
Financial Planning
June 1, 2009
Paul Menchaca |
Post-Boom It is no secret that as investors continue their flight to safety, the variable annuity boom has at least deflated, if not entirely gone bust. More conservative retirement products are now in favor. |
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. |
