Boomer Market Advisor February 2010
Cover Story
Insurance lessons never learned
Why aren't more so-called "comprehensive" advisors handling insurance in-house? Can they really get a clear understanding of a client's financial picture if the insurance portion...
Features
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Rethinking retirement
Baby boomers have been inundated with bad news during this recession, reading headlines like "$2 trillion wiped out of retirement funds" and "retirement dreams disappear...
Columns
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Roth conversion is not an investment decision
You have probably been inundated with endless advertisements and articles touting 2010 as a banner year for the financial advisory business. All of this is...
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Innovation in defined contribution options
There's an interesting development in the defined contribution world: the introduction of new and attractive investment options that guarantee participants a minimum level of income...
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The illusion of liquidity
Of the annuities from which advisors and clients can choose, variable annuities are still the most popular. Although the financial crisis forced issuers to boost...
Departments
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The original retirement planning sin
I've got a buddy who's a wholesaler on the life insurance side of a major financial services firm. This being our annual insurance issue, I...
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Hedging your clients' retirement bets
Innovative? Disturbing? Disturbingly innovative. We'll let you decide. But in an effort to come down market on the wake of the hedge fund quant implosion...
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Those damn good-for-nothing kids
Our neighbors to the north are having family trouble, and the same could soon be said of one of your boomer clients. The Toronto Star...
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What differentiates successful retirement advisors?
Having success in business is much like succeeding at dieting. We are all aware of the core disciplines that lead to weight loss. However, just...
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Where next for the global recovery?
To merely say that the world economy is much better than it was just 12 months ago would be to greatly understate how far we've...
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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
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Move to a Better Career Opportunity with More Independence
Thinking about switching firms, whether it's for the potential to earn more money or to...
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...
Advisor Tools
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