Boomer Market Advisor April 2007
Cover Story
It's not what you earn; it's what you keep
By his own admission, David Peterson isn't much of an attorney -- but he's one hell of a financial advisor. After practicing law for 10...
Features
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Straight through to success
High not-in-good-order rates on client applications continue to frustrate advisors, and in extreme cases, cause them to lose business. It's understandable, given that the processing...
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The next generation of tax efficiency
In less than two decades, exchange traded funds have evolved from a curiosity to a household name, with total assets now exceeding $300 billion. Designed...
Columns
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Avoid costly boomer rollover mistakes
Many financial advisors unknowingly make a steady stream of 401(k) to IRA transfer mistakes. They can cost the client thousands of dollars in the short...
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Same boomer income, different boomer goals
A key problem for wealth managers when advising the newly retired is guiding them on how much they can spend each year. Spending decisions should...
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A CRM platform that soars
In the January issue, we described technology must-haves for advisors in order to maximize their productivity. One tool we mentioned was contact management and CRM...
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Suitability and competence remain advisor hallmarks
The capital market structure in the United States is the epitome of the two-edged sword: It's the most heavily regulated capital market in the world,...
Departments
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Top honors
Excellence - not easy to define but we know it when we see it. Even more so when we experience it firsthand. Somerset Maugham said, "It's a...
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Variable annuities and the boomer advisor
Is it time for skeptical advisors to take a second look at variable annuities? Manufacturers say yes and point to a number of generous living...
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Succession planning starts now
With a tremendous number of independent financial advisors nearing retirement, there is a strong focus on the need for succession planning. So much emphasis is...
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The independent model is the right way to do it
Rulemaking by enforcement, product suitability and -- of course -- the NASD/NYSE merger were hot topics at this year's Financial Services Institute OneVoice Broker/Dealer Conference...
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Time works for and against tax-averse boomer clients
I always know when it's April. It has nothing to do with the hints of spring among the still chilly days here in Chicago (although...
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The long and short of alternative investment strategies
Long-short equity funds and hedge funds of funds are finally available for retail investors. For today's financial advisor, it's a mixed blessing. Advisors recognize that alternative...
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Mutual fund assets hit $20 trillion
According to the latest news for the Investment Company Institute, mutual fund assets worldwide increased 4.1 percent to $20.22 trillion at the end of the...
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Understand the #1 Alternative Asset for Self-Directed Investors - Real...
Are you prepared to offer innovative alternative investment solutions to your clients and explain the...
Complimentary White Paper: "Strategies on Advising Couples"
Grow your practice by rethinking how you view, interact and approach investment decisions when working...
Breaking up is hard to do
Love being a financial advisor? Not getting what you need from your current firm? Hear...
The Best of Both Worlds with Century Securities
Our independent affiliates enjoy the freedom to make important choices and the professional resources of...
Build a Scalable Foundation for Growing Your Advisory Practice
This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
Ameritas Advisor Services can give you the tools you need to help your clients with...
Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
Find out the four crucial steps you need to follow to choose the right technology...
Complimentary White Paper: "Alternative Investments in the Mainstream "
In this white paper you will learn how to earn more referrals and grow your...
Complimentary White Paper: "Define Your Independence: Building Your Future"
It's time to take a closer look at new opportunities. Download this free white paper...
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