Boomer Market Advisor June 2009
Cover Story
Renaissance woman
Name it, and Margaret Towle's done it - at least in alternative investments. Towle entered the fledging space in the early 1980s, when few knew...
Features
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Advertise with impact
When financial planners advertise, they engage prospective clients in an elaborate mating dance. Customers ultimately expect live interaction, usually through telephones and branch offices. As...
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ETFs for uncertain times
While Benjamin Tobias lately has been busy shifting client money out of mutual funds and into exchange traded funds, fellow advisor Susie Johnston, CFP, has...
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10 Questions for: Brian O'Toole
Genworth Financial Wealth Management's CEO Brian O'Toole talks one-on-one about advisors' foremost practice management issues. According to O'Toole, it's time to get tough. We gave a...
Columns
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New taxes in a new(er) Washington
Tax policy in Washington is headed for big change. You can add great value to your practice by staying informed about policy changes and keeping...
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The overly cautious retiree: Damned either way
Boomers are increasingly cautious investors. With all that's happening, who can blame them? But overly-cautious investors can do just as much damage to their portfolio...
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The case for consolidation
Should a boomer advisor consolidate his assets with one custodian, or should he work directly with fund companies and annuity product manufacturers? It's been a...
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A silver lining in client claims
By Cynthia Jeffries The historic market turmoil of the last 12 months has led to more service requests, lower revenue streams and busier calendars. Unfortunately, another...
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I'm here to praise, not bury, annuities
My college-aged daughter happened to be standing in line at a convenience store when she heard the man in front of her say, "Annuities are...
Departments
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Have you seen my financial advisor lately?
High-net-worth investors - who now say their retirement fears are at an all-time high - are ready to switch advisors for "lack of initiative," according...
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Survey tracks best LTC spots
States for nursing home care availability and choice: Iowa South Dakota Kansas Nebraska North Dakota Oklahoma Missouri Arkansas Wyoming Louisiana Source: Genworth's 2009 Cost...
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Small businesses like retirement plans; few offer
A recent SunTrust survey of 1,000 small business owners found 85 percent believe that a retirement plan is an important benefit to their employees, yet...
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Mating rituals: Merging trumps selling in today's market
By Brian Stimpfl Dan Seivert is busier than ever matching investment advisory firms that are looking to merge. Seivert is the CEO of ECHELON Partners, an...
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Mary not quite contrary on reform agenda
In a recent speech, Securities and Exchange Commission Chairman Mary Schapiro highlighted the SEC's effort to reestablish investor trust. We wish her luck. Addressing the Society...
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Surprise - Background check expansion underway
The Financial Industry Regulatory Authority announced in late April that it's proposing a major expansion of its BrokerCheck service to make advisor records permanently available...
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Retirement savings - Fun with numbers
13.5 million: Number of households headed by those aged 55 to 64 with retirement accounts of less than $100,000. 69 percent: All households within the 55...
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Hot TIPS in the recession
By Kirk L. Brown Many investors have fled to safety, buying up mountains of Treasury securities. Massive federal government intervention to prevent an even more calamitous...
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Mutual fund assets on the rise
Word is, things are looking up for mutual funds - at least in comparison to fourth quarter. The combined assets of the nation's mutual funds...
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'Worst is over' for mutual funds?
More good news. The latest "Mutual Fund Market Sizing" study by Financial Research Corporation predicts mutual fund inflows will bounce back. FRC projects for the...
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Hedge funds now? Absolutely
We've heard about hedge funds and the global quantitative unwinding they've caused, but there are a lot of hedging strategies still available, which translates to...
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