Boomer Market Advisor November 2009
Cover Story
Broker/Dealer Excellence Awards 2009
Which broker/dealers are getting it right? Which broker/dealers go above and beyond in serving the needs of both their reps and their reps' clients? We...
Features
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A SIMPLE plan for boomer business owners
Business IRAs are a valuable retirement plan option no matter the market. How can they help your business-owner clients in the current crisis? During lean economic...
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The sequence for retirement success
By Noelle Fox and Drew Denning We all know what retiring in a down market means for the client portfolio - devastation. Understanding the potential impact...
Columns
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A Roth conversion not motivated by tax savings
The upcoming calendar year will prove to be very busy for advisors. As we all know, the Roth conversion strategy is scheduled to become available...
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Mortality expectations provide real value (Part II)
Last month, I wrote that one way for advisors to provide additional value to their retired baby boomer clients is to seek ways of using...
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Technology tips for the advisor transition
It's tough to see the forest for the trees. However, it's in times such as these that opportunities arise. Those of you who have worked...
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Crossing lines in the 401(k) marketplace
By Amy Glynn We've seen compensation issues, product limitations and a number of potential "prohibitive transactions" limit the advice advisors can offer at both the plan...
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SPIAs still ahead of their time
As we ate at our usual Chinese take-out spot not long ago, a fee-based advisor told me he was wrestling with his conscience. That says...
Departments
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Crazy like a fox
Not much of a talker on airplanes. I usually sleep, get some work done or if there's a television on the back of the seat...
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Boomer burden Social Security - yet again
More good news - the social security system may run a cash deficit in 2010 and 2011. That wasn't supposed to happen until seven years...
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Wal-Mart and apple pie
Want a slice of traditional Americana? Head to Wal-Mart. The indispensable Paul Briand writes at Examiner.com that nothing symbolizes America to baby boomers like Wal-Mart,...
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Investor attitudes on the upswing
A few of the indicators of investor optimism from a recent Scottrade American Investor Survey are: The majority of American investors (56 percent) think the economy...
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Labor Department drops retirement advice rule
The U.S. Labor Department is dropping an investment advice proposal that would have allowed 401(k) participants to receive advice from financial firms that sell investments,...
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Embracing retirement complexity - The new advisor imperative
By Jim Livingston During the past 12 months, advisors have been in disaster recovery mode. Most of their time has been devoted to repairing clients' portfolios...
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REITs on the rise
By Mark Lamkin So traded REITs are through the roof. During the third quarter, according to the Dow Jones Equity All REIT Index, they posted a...
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401(k) industry fast facts (updated 2009)
Nearly half of the $2.3 trillion in 401(k) assets at year-end 2008 were invested in mutual funds, primarily in stock funds. Mutual funds are required...
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The retirement glass is half empty
By Barry James All of the ideas in this issue to generate income for your clients during retirement require that they still have capital to invest....
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How to showcase your retirement planning expertise
Establishing a profile in the local and national media as an authority on all things retirement planning can build credibility and generate interest among prospective...
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Event Spotlight
Think Retirement Income
October 10-11, 2013
Hyatt Regency, Boston, MA
The Retirement Income Symposium has a fresh, new look…welcome to the new and improved RIA Think Retirement Conference. We’re offering the same top-notch educational and networking opportunities to all RIAs, while still paying special attention to the challenges, and opportunities, of offering retirement incomes advice.
For more information, visit www.thinkretirementincome.com.
Resource Library
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Onward and upward: moving for greater potential opportunity
Our latest research, the 2013 Fidelity Insights on Independence Study, examines trends and experiences among...
Working Smarter: Building and Growing Your Independent Practice
This paper offers the basics of structuring a business, insights into industry best practices, and...
How Investing in an ECM System is Proven to Increase...
This white paper analyzes the ROI that emerging, established, and enterprise RIAs could get from...
Complete Your CFP(R) Certification Education in Only 12 Months
A 2012 survey to determine the earnings growth of CFP® professionals found that advisors with...
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...
Advisor Tools
Business Evaluator
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