Boomer Market Advisor October 2008
Cover Story
2008 Readers Choice Awards
The results are in and the readers have spoken. Boomer Market Advisor undertook its 2008 Readers' Choice Awards survey to call attention to the products...
Features
-
10 Questions for: Dan McCabe, CEO, Next Investments
Are active ETFs more hype than help? What part should ETFs play in the boomer portfolio? Are we nearing an ETF bust? We ask these...
-
Finally -- boomer friendly LTCI
Almost two decades as a long term care insurance specialist has given Debra Newman a keen perspective on just how far the advisory community has...
-
2008 Forward Thinking 5 Update
The competitor - Larry Roth Ah, the joys of the monthly magazine business. As this goes to print, the U.S. government has an 80 percent stake...
-
Leading the tech revolution
Tech-savvy advisors. Boomers want them. Are you one? If not, here's how to catch up. Choosing financial planning software for your practice is a daunting task....
Columns
-
Stock losers are tax winners for boomers
As the end of the year approaches, the annual exercise of pruning losers from your clients' portfolio to declare a tax-loss will soon be front...
-
Boomer retirement -- The end of wishful thinking
I received a curious comment from a financial advisor during one of my presentations. When I said most people are not accumulating enough for retirement,...
-
Gen Y -- No advisor left behind
Industry trends show technology is playing a major factor in furthering advisors' growth. Last month's column addressed the Gen Y population and how advisors will...
-
Should your entire staff be licensed?
Your support staff can have a significant impact on your office efficiency. Whether they are licensed or unlicensed will determine the level of service they...
Departments
-
The forest for the trees
We just can't catch a break. When pundits, politicians, regulators and just about everyone else shrug their collective shoulders, you know it's bad. Every time...
-
Keep your boomer clients' health in check
For a Web site that spent two years researching the 50-plus market before it even launched, we had confidence www.preretirementlife.com considered all factors of pre-retiree...
-
Boomer drug use getting higher?
Illicit drug use has shot up (no pun intended) 116 percent during the past five years for Americans ages 55 to 59, according to the...
-
Younger workers ready to fill boomer shoes?
Recent hype about boomers' mass exodus from the workforce seems to gravitate toward one notion: boomers are wise; newer generations have much to learn. According to...
-
Boomer advisors keep the faith
Somebody has to keep the good vibes afloat. Post second quarter findings from Schwab and Brinker Capital show financial advisors are keeping a positive, though...
-
The bursting bubble's effect on retirement
The 60 percent rise in housing prices between 2000 and 2007 signaled a chance for boomers to retain some solid equity as they approached their...
-
Portrait of a boomer woman
The Hartford and the MIT Agelab recently took a hard look at "today's" boomer woman. Interestingly, most of their research centered on what is making...
-
Capture sophisticated boomer business owners
Boomer business owners face a variety of financial planning concerns not experienced by other private investors. Identifying the most appropriate business structure is the first...
-
A 401(k) of faulty assumptions
Making assumptions about your boomer clients' 401(k) investing habits is risky to your business. While you think they have a handle on what should be done...
-
Value investors start to bail
We revisit comments made by Craig Callahan, ICON Advisers founder and president, in last month's feature, "Where are top portfolio managers finding alpha?" Said Callahan, "In...
-
Boomers get the message?
Investors added $223 billion in net new cash to stock, bond and hybrid funds in 2007, maintaining the recent robust pace of inflows to these...
-
Reaching out to the media
Establishing a profile in the media can be an important business development tool -- it builds credibility with boomer clients and is an effective way...
Sponsor
Showcase
Actionable insights to help you make better global investment decisions.
Event Spotlight
Retirement Income Symposium
October 10-11, 2013
Hyatt Regency, Boston, MA
The symposium provides practical, innovative solutions to current industry challenges and provides advisors clear, actionable strategies that they can utilize to address their clients' needs.
Resource Library
View All »
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...
Build a Scalable Foundation for Growing Your Advisory Practice
This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
Ameritas Advisor Services can give you the tools you need to help your clients with...
Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
Find out the four crucial steps you need to follow to choose the right technology...
Complimentary White Paper: "Alternative Investments in the Mainstream "
In this white paper you will learn how to earn more referrals and grow your...
Advisor Tools
Business Evaluator
The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.
