Boomer Market Advisor July 2006
Cover Story
The value of independence
The continuing exodus of wirehouse reps, combined with flexible and generous payout and affiliation options on the part of broker/dealers, means a more customized relationship...
Features
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Client-centric technology
ING Advisors Network President Valerie Brown can't pinpoint exactly when it happened, but somewhere in 2002 or 2003, a shift occurred in the technological relationship...
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Broker/Dealer Resource Guide
Find the one that's right for you and give them a call! Click here to download the pdf.
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Advisors Sound Off
Find the one that's right for you and give them a call! Click here to download the pdf.
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Marketing by the letter
The Diversity Training Group in Herndon, Va., provides consulting and training to companies large and small to help them hire a diverse work force, serve a...
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Good deeds are great for business
Ethics is a quality of the heart. It's something that grows within you but isn't seen easily from the outside. For that to happen, you...
Columns
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Should I stay or should I roll?
Most 401(k) plan participants have the right to roll over their plan assets to an IRA when they change jobs, retire or reach age 59....
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The long term care insurance gap
A survey conducted for John Hancock Financial Services in 2006 reveals a major disconnect in the way most Americans plan for retirement and provides useful guidance...
Departments
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The death of the organizational man
I thought Roger Clemens rolling up on Fenway Park in Yankee gear was the absolute worst -- then Johnny Damon followed (let's not mention Pedro...
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Father and son join NASD board
Proving that the apple doesn't fall far from the tree, Ron Kovack, founder and chairman of Miami-based broker/ dealer Kovack Securities, and his son Brian, the...
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Advisor confidence continues to improve
Rydex Investments reports that its Advisor Confidence Index increased in April and May. The ACI -- which surveys advisors on the U.S. economy and markets...
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Almost 45 percent of households in retirement risk
More depressing news from the Center for Retirement Research at Boston College. Almost 45 percent of working-age households are at risk of being unable to...
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Independent broker/dealers - Healthy, but at risk
Christopher Cox, chairman of the SEC, told an interesting story last November. The Roman Emperor Claudius, whose wife tried to kill him with poisonous mushrooms,...
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Pershing's Brian Shea - The man behind the curtain
Clearing giant Pershing needs little introduction in the advisor and broker/dealer world, nor does Brian Shea, the New Jersey-based company's chief operating officer. It's not...
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Resource Library
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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...
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.
