Boomer Market Advisor August 2007
Cover Story
High-net-worth access
"We'll pass $1 billion in assets-under-management in the next quarter. I'd like to get to $3 billion in the next two years." For Angelo Alleca, it's...
Features
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Take advantage of our multicultural economy
Advisors shouldn't need to be told that minority markets are growing; the news comes from everywhere: television, print, online. If an advisor is ever in...
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Getting more out of giving back
Here's a brainteaser: What's the point to an advisor recommending a charitable giving maneuver to a client when executing that maneuver ultimately will reduce the...
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Vision quest - help boomer clients achieve their dreams
Baby boomers represent approximately 28 percent of the American population. Adults over the age of 50 own 70 percent of the country's financial assets. You...
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Increase your boomer reach
By the time you finish reading this story, the information in it will be obsolete. OK, so technology doesn't advance quite that fast. But busy...
Columns
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Important ruling means big business
The issue I'm about to discuss is critical to you and your business, so this will be the first part of a two-part column. That...
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Tech tools critical to advisor success
The level of importance a broker/dealer places on the technology products and services it provides investment professionals has increased over time. Not only is it...
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'Tis the season for disaster planning
Hurricane season is in full swing, and it's a good time for investment advisors to turn their attention to disaster planning. After Hurricane Katrina hit...
Departments
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Invest in what you believe
We recently reported on a survey from Fidelity that finds the boomer demographic as a whole pledged 25 percent more to charity in 2006 than...
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The advisor voice - a huge tax-saving opportunity
Rolling your clients' appreciated company stock out of their 401k plans into taxable investment accounts -- combined with charitable giving -- provides a huge tax-saving...
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Experience wanted: Feds tap boomer market
The Federal Times reports that more federal agencies are looking outside government in an effort to recruit new employees. For example, the paper says the...
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What's the future hold for LTCI?
Market penetration rates for long term care insurance remain low, but once-hesitant advisors are beginning to see its need. Where, exactly, are advisors in their...
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Baby boomers still looking for love
A recent article in the North Jersey Herald News reports that many boomers say they refuse to settle for an unsatisfying social life. Now that...
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Boomers pump up
According to the Associated Press, more gyms are opening with boomer needs in mind. The wire service reports that one such gym, Nifty After Fifty,...
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Drop preconceived notions, consider alternatives
After many years of recruiting and managing independent financial advisors, I've observed a wide variety of investment styles and philosophies. Some advisors believe their own...
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Protect your business by protecting your brand
If your business is advising people on how to invest their money and, ultimately, receiving their trust as you manage it, then you're constantly involved...
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Make a charitable impact on the community
This issue of Boomer Market Advisor is dedicated to charitable giving -- in particular, helping advisors and wealthy clients with their gifting strategies. With this...
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Equities in retirement? Not so fast
We're living longer, and financial advisors know it. They explain to newly retired clients that their nest eggs should last 30 or even 40 more...
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Dividends make for a win-win-win situation with boomer clients
Solid corporate profits and continued global economic growth mean good times for dividend-generating investments. One fund in particular, the Templeton Income Fund, has posted solid...
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A charitable resurgence
As you've probably noticed, charitable giving is going through quite a resurgence of late. There are a number of catalysts one could point to as...
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Resource Library
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Start building long-term, loyal clients and advocates today by utilizing the latest research and our...
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...
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