Boomer Market Advisor July 2009
Cover Story
Finding the retirement planning sweet spot
It's all blowing up; Which is good and bad for the independent broker/dealer space. An unprecedented recruiting environment, fee-based assets in crisis, boomer clients freaking...
Features
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Broker/Dealer and Advisor Sound Off
We asked top broker/dealers and advisors, "What one issue in the broker/dealer industry is keeping you awake at night?" BROKER/DEALERS Marshall Leeds, Chairman, CEO and President, Summit Brokerage...
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Broker/Dealer Resource Guide 2009
Looking to switch broker/dealers? Or maybe you want to see how yours stacks up. More than 65 broker/dealers participated in this year's Broker/Dealer Resource Guide, an...
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Best year ever
More advisors than ever are going independent and recruiters have their pick of the talent pool. Find out what they're looking for - and why...
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Save the boomer client - Best tech tools that do more with less
If time is money, then it's high time for advisors to take full advantage of the tech tools at their disposal. As an advisor and technology...
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10 Questions for: Wayne Bloom
Wayne Bloom - CEO of Commonwealth Financial Network and Red Sox fanatic Boomer Market Advisor: What's been your biggest surprise since recently taking the reins at...
Columns
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Broker/dealer value and your boomer clients
I've been fortunate to attend a number of industry conferences during the past 12 months, some sponsored by my broker/dealer, others not. Regardless of the group,...
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Retirement lessons never learned
Economist John Ameriks says that when an airplane crashes, people do not question the laws of aerodynamics, they investigate what went wrong with the plane....
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Welcome to social networking
While there are always early adopters who want to be on the bleeding edge of the "next big thing," most people and institutions typically take...
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Bernie, Bayou and a mighty big fine
Before Bernie it was Bayou; Bayou Fund and its principal, Samuel Israel - that is. Israel was the poster child for hedge fund fraud before...
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Give mortality some credit
The topic of income annuities always reminds me of the Uruguayan soccer team whose plane crashed in the Chilean Andes back in the '70s. If...
Departments
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Profit from chaos
No, not in a price gouging sort of way. More of a "things are pretty crazy, but I have an answer" sort of way. Independent...
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Boomers catch a (health) break
Yet another reason boomers have to be thankful. Research from the Centers for Disease Control and Prevention indicates people over the age of 50 might...
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401(k) insurance?
Insure your 401(k) - the case is no doubt there, but how? The Wall Street Journal reports insurers want to allay fears by collaborating with...
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Boomers rack up the debt
A Securian Financial Group survey reveals one-fifth of boomers owe at least $50,000 in non-mortgage debt, a 10-point spike from their 2007 survey. Boomers were...
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Wealthy boomer women take control
In a survey of wealthy boomer women with a net worth of at least $25 million and having at least one child, 88 percent said...
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Retire later, avoid dementia
Telling a boomer that working longer might ward off dementia could be the clincher that puts off retirement for good. But at least you'd be...
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Boomer housing - 2009 and beyond
A report on housing from the National Association of Home Builders (NAHB) and The MetLife Mature Market Institute confirmed exactly what we had suspected of...
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Embracing the new advisory standard
Recent turmoil in the financial services industry has created a heightened demand for transparency and accountability from investors. Advisors who assume fiduciary responsibility will earn...
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The boomer case for small-cap stocks
By Patrick Quinn Investors often debate whether small-cap or large-cap stocks are poised to outperform within the broader U.S. equity market. This is especially true going...
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It ain't all about the payout
Many believe the recruiting environment in the broker/dealer space is the best it's ever been. And many believe advisors have more choice in the firms...
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