Boomer Market Advisor December 2007
Cover Story
Forward thinking five
What's ahead for 2008 and beyond, specifically for baby boomers and the advisor business? Global conflict, the subprime mess and recent fallout at leading financial...
Features
-
2008 Product and trend issue -- Exchange-traded funds
The explosive growth in exchange traded funds continues, making them the product to watch in 2008. We list the top performers, and offer insight into...
-
2008 Product and trend issue -- Annuities
Despite suitability and pricing issues, annuities are one answer to the income and longevity issues your boomer clients face. More advisors are starting to notice....
-
2008 Product and trend issue -- Life insurance
Safety and security remains the cornerstone of the client's hierarchy of needs, and it all begins with life insurance. Despite what you might think, innovation...
-
2008 Product and trend issue -- Long term care insurance
Though the public doesn't realize it, the chance of needing long term care outweights almost every other form of insurance. The critical importance of LTCI...
Columns
-
Best advice about advisory agreements
The SEC has stated that a review of advisory agreements is a standard component of compliance examinations and that it is critical for advisors to...
Departments
-
That sinking feeling
Here's where we stand. The Dow just dropped 346 points, Bernanke said growth should slow "noticeably" in 2008 and retirement announcements have gone out for...
-
Pending hikes complicate boomer retirement
A recent brief from the National center for Policy Analysis warns of tax hikes coming down the pike. The result, say authors Pamela Villarreal and...
-
Work `til you die
It appears that for many boomers, retirement is not an opportunity to kick back and relax, but to stay active in the workforce as their...
-
Boomers and memory loss
According to the Los Angeles Daily News, an estimated 500,000 of the nation's 76 million baby boomers have early-onset Alzheimer's or other dementia. And as the...
-
Damn hippies
"The 20-30 years these younger generations must survive homelessness and an overpriced economy until these baby boomers crawl, half-crazed by their inbred lack of spirituality, into...
-
Better late than never
According to The Union Leader in Manchester, N.H., Republican Sen. Judd Gregg has offered legislation to tackle the boomer retirement crisis by forming a bipartisan task...
-
Make with the dirty talk
AFP reports that aging baby boomers risk having their sex lives end with a whimper and not a bang if they are not prepared to...
-
Boomers concerned about parents in nursing homes
If you're feeling guilty about packing Mom off to Shady Acres, you're not alone. A new study commissioned by Clarity and The EAR Foundation, "Aging in...
-
In case you missed it, first boomer files for Social Security
But honestly, how could you? Kathleen Casey-Kirschling filed for her Social Security retirement benefits online in the presence of Michael Astrue, commissioner of the Social...
-
Get your motor runnin'
You may have noticed an increasing number of boomer motorcyclists heading out on the highway. Problem is, as they get older, their hearing, vision and...
-
Help wanted (and sorely needed)
A new survey from Ernst & Young finds that, although corporate America foresees a significant workforce shortage as boomers retire, it is not dealing with...
Sponsor
Showcase
Actionable insights to help you make better global investment decisions.
Event Spotlight
Retirement Income Symposium
October 10-11, 2013
Hyatt Regency, Boston, MA
The symposium provides practical, innovative solutions to current industry challenges and provides advisors clear, actionable strategies that they can utilize to address their clients' needs.
Resource Library
View All »
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...
Sales & Onboarding - Your Last Chance to Make a...
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...
Advisor Tools
Business Evaluator
The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.
