Boomer Market Advisor November 2008
Cover Story
2008 Broker/Dealer Excellence Awards
Which broker/dealers are getting it right? We asked readers about technology, wealth management offerings, practice management help and -- of course -- payout to gauge...
Features
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The boomer benefits of true financial planning
Put five skilled, seasoned financial advisors around a table, ask them to speak their minds on a range of hot-button subjects related to financial planning,...
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Set realistic expectations
Mike Martin of Columbia, Md.-based Financial Advantage recounts how a prospective client came to see him a year ago and said, "If I make 15...
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Baby boomer rollover readiness
How to capitalize on the opportunities -- and dodge the landmines -- buried in IRA rollover rules. High-powered spectacles and a strong espresso aren't prerequisites to...
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Riding out the storm
The economic crisis is only going to get worse. Advisors are not only concerned with their clients' portfolios but the financial stability of their own...
Columns
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Consider the 'where' in asset location
Boomers are wondering which investment strategy, if any, is right for their retirement dollars. As they watch their hard-earned savings move with each day's news,...
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The shaky promise of boomer income
The importance of financial advisors to leading-edge baby boomers has been ratcheted to a new level. Most boomers who expect to retire within the next...
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Feeling overwhelmed? Get back to basics
The benefits of contact management systems are obvious, but why aren't more advisors using them? Given the turbulent market, and with so many clients looking...
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10 tips to steer clear of trouble
In light of recent market events (to put it mildly), it's important to step back and consider simple guidelines for walking a compliant path. Here...
Departments
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Dumb and dumber
Unbelievable. Given current events, a top executive leaving Citigroup is the clearest example of a dog-bites-man story and normally doesn't warrant further comment. Unless it's...
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A $41 trillion whammy
After the $700 billion bailout in October, we're also painfully reminded about the $41 trillion from unfunded Social Security and Medicare costs. Brian M. Riedl of...
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High-net-worth boomers ditch the advice
Sure, it's easy to like your financial advisor when your portfolio's doing well, but high-net-worth boomers are just not seeing the cost/benefit value within their...
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College funding and the grandparent dilemma
When it comes to college tuition costs, "Grandparents are ready, willing and able to help; parents just have to ask the question," says new research...
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Readers' Choice Awards - Question No. 5
Editor's Note: We messed up. Slight mistake in last month's announcement of the 2008 Readers' Choice Awards. We certainly want to make sure PowerShares gets...
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Top 10 employers for workers over age 50
AARP ranks the best companies and organizations that are addressing the employment needs of the aging boomer population. Cornell University, Ithaca, N.Y. Scripps Health, San Diego...
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Don't call them "old" homes
Senior centers across America are bracing for change. Jay Morgan, a moderator for a National Council on Aging online discussion group tells Stephanie Reitz of...
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Boomer business owners want to sell, but where to start?
Almost half of business owners 55 years and older say they want to sell their business within the next three years. But more than 90...
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Retirement income planning -- One hot commodity
According to new research, retirement income planning is where advisors are finding all the action. Through a new study sponsored by Transamerica, the Financial Planning...
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Four critical rollover questions for your boomer clients
As baby boomers shift from work to retirement, they're driving a huge influx of assets in the IRA market. In 2007, IRA assets grew 12.5...
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Financial services M&A -- Sifting through the rubble
The good news is that M&A activity is back with a vengeance. The bad news is that it's really more of a fire sale. When...
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The broker/dealer industry - Off to slay the dragon
All we can say is good luck and God speed. With the beltway blame game in full swing, the Financial Services Institute is headed to...
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It's always a good time to think about taxes
At a recent meeting in Dallas, an advisor shared that his client paid a total of just 14 basis points for his advisor services through...
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Boomer advisors' impact on the mutual fund business
The Investment Company Institute took a look at the rate of mutual fund ownership by clients who use financial advisors. The numbers are big (to...
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Dispel the low-cost mutual fund mixup
Do low-cost mutual funds outperform their higher-cost brethren? This is the belief of many boomers: if the underlying costs for management, distribution, operations and administration...
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Freddie, Fannie and the fund industry
Clients are understandably concerned about how the takeover of Fannie Mae and Freddie Mac will affect their 401(k)s and related retirement accounts. ICI has a...
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Five HUGE IRA rollover mistakes too many boomers make
We turn to rollover expert Mark Lamkin of Louisville, Ky.-based Lamkin Wealth Management to help identify the most common mistakes made by boomers and their...
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