Boomer Market Advisor October 2007

Greenspan calls on advisors to act (Part II)

By Ken Dychtwald

We continue with Dr. Ken Dychtwald's analysis of Alan Greenspan's comments given at the Boomertirement Summit last April. Sponsored by the Million Dollar Round Table,...

Five marketing tactics for uncovering rollover assets

By Mike Buchholz

Now that boomers have begun to retire, competition for rollover business is more heated than ever. What can you do to ensure you're the go-to...

The secret to low client acquisition costs (Part II)

By Robert Graham

In last month's column, we talked about the logistics and costs associated with executing effective worksite seminars. We gave specific tips on getting the most...

Financial planning for clients in crisis

By Alexandra Armstrong

Financial planning isn't the first thing people think about after a terror attack, a natural disaster or in wartime. But after taking care of basic needs, it should be high on the list.

Find the perfect broker/dealer match

By David Port

The question greets visitors to the Henschen & Associates Web site in big, bold letters: "The grass can be greener, but over which hill?" It's much...

Be true to your boomer client's school

By Mike Werling

From diapers to dorm rooms in 18 years flat. That's the natural progression for millions of American children born to baby boomers. And while 18...

Timing mistakes are taxing in Roth 401(k) distribution planning

By James Lange

The Roth 401(k) regulations were finalized by the IRS on April 30, 2007. Hopefully, you have persuaded your clients to contribute to a Roth 401(k)...

How to deal with affluent over-spenders

By Staff Writer

I recently interviewed a number of financial advisors who have affluent, retired clients with one thing in common -- they spend too much money. This...

Vital office tech tools

By Marc Butler

Joel Bruckenstein is a leading technology expert in the advisor industry. In 2002, he co-authored a seminal book for advisors entitled Virtual Office Tools for...

Client lists can be precarious marketing tools

By Les Abromovitz

Investment advisors often wonder if they are permitted to distribute a full or partial list of clients in their marketing materials. If they are extremely...

The friendly skies

By John Sullivan, AdvisorOne

Not to take anything away from FPA, but the most valuable piece of information I received from their annual conference was on the plane ride...

How advisors view their boomer clients

By Staff Writer

A new survey from OppenheimerFunds finds that advisors are concerned about helping boomers prepare for retirement, but also worry about client retention. Among the key...

It was 40 years ago today ...

By Staff Writer

Boomer nostalgia still draws a crowd. The San Francisco Chronicle recently reported on the anniversary of the Summer of Love, including a Labor Day concert in...

Ever heard of lifestyle centers?

By Staff Writer

Neither have we, but according to The Register-Guard in Eugene, Ore., we've certainly seen them, and their description might clue advisors in to how to...

Green acres is the place for boomers

By Staff Writer

We know baby boomers are enjoying an increase in wealth and affluence, but we didn't realize just how much. The Daily Record reports that more...

Boomers hire Oprah, fire Trump and live next to Hillary

By Staff Writer

Reinforcing that good listening skills beat hard nose business tactics (even if the latter nets a better deal), more boomers said they'd hire Oprah Winfrey...

On Golden Pond

By Staff Writer

Bill Billimoria has seen a thing or two in his 25 years as a financial advisor, so he decided to put pen to paper. The...

Generation O?

By Staff Writer

This is one we haven't heard of. Dr. Mansoor Madani has coined the term "Generation O" to highlight what he believes is an overweight and...

Blowing past 100

By Staff Writer

The Dallas Morning News reports that the number of Americans 100 or older doubles about every 10 years and now stands at 80,000, according to...

Boomers are future big spenders

By Staff Writer

Baby boomers and echo boomers (those born between 1979 to 1989) will account for more than half of total consumer spending by 2015, according to...

Work longer to get less

By Staff Writer

A new issue brief from Boston College's Center for Retirement Research looks at the implications of increasing the age to qualify for Social Security. Promoting...

Changing language, changing conversations

By Kim Sharan

Financial planning is more than simply numbers. Any good investment professional can crunch numbers, but there are calculators that do the same. Today, experienced financial...

"Good enough" won't be good enough for much longer

By Michael Bell

In "UMAs in the Broker/Dealer -- What Will It Take?" (July 2007) Len Reinhart highlighted several key points about advisors' practices resulting from the accelerated...

Updates from the regulatory front

By Staff Writer

NAVA Inc., the Association for Insured Retirement Solutions, and the Financial Services Institute (FSI), an advocacy and membership organization for independent brokerdealers and independent financial...

Managers who have skin in the game

By Christine Benz

Whether you call it eating your own cooking, having skin in the game or putting your money where your mouth is, it's comforting to know...

Tips to determine the best real estate investments for clients

By Robert S. Aisner

Your compliance officer will tell you that as a financial advisor, it's your responsibility to verify your client's suitability for specific investment vehicles. Where do...

The boomer need for bonds

By Joseph M. Balestrino

Financial advisors know boomers need a diversified selection of bonds if they want them to generate a long-term income stream with moderate volatility. However, selecting...

How many stocks are needed to diversify away risk?

By James W. McCarthy

Advisors and their clients measure risk in many ways, but the most common measure is the volatility of a portfolio's market value versus the market...

Boomers and hedge funds -- Is the risk worth the return?

By Joe Gieger

The demise of a handful of hedge funds in 2006 thrust the issue of risk firmly back into the limelight. There were two primary causes...

Mutual fund taxes are on the rise

By Staff Writer

Russel Kinnel of Morningstar notes that mutual fund tax bills are on the rise for the fourth year running. Kinnel says the average capital gains...

401(k) assets climb as boomers head for retirement

By Staff Writer

Propelled by strong stock market returns, the average 401(k) account increased 17 percent in 2006, the fourth consecutive year to do so, according to the...

What's in a ticker symbol? Apparently, strong returns

By Staff Writer

In a recent column in the Financial Times, John Authers asks what appears to be an obvious question, "Why do some stocks do better than others?"...

...while mutual fund assets fall

By Staff Writer

Hopefully, it's not a long-term trend. The combined assets of the nation's mutual funds decreased by $83.1 billion, or 0.7 percent, to $11.3 trillion, according...

Exchange traded fund assets rise ...

By Staff Writer

The combined assets of the nation's exchange-traded funds were $488.8 billion for the latest reporting period, according to the Investment Company Institute. The Institute's monthly...

Top 10 mutual fund companies by net assets, 2007 ($000)

By Staff Writer