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By Olivia Mellan, Sherry Christie |
September 25, 2012
If you’re looking for an attractive source of new business, you might consider high-net-worth divorcées who aren’t being well-served by their current advisor.
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By Olivia Mellan, Sherry Christie |
September 25, 2012
More older people--the boomers--are divorcing, and increasingly it's women initiating proceedings. Tips for advisors working with divorcees or those contemplating divorce.
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By Olivia Mellan, Sherry Christie |
September 25, 2012
We all know the cliché of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this cliché on its head.
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By Sherry Christie |
October 24, 2011
An FDIC-like national insurance pool could facilitate converting retirement savings into assured income, Reynolds tells Retirement Income Symposium attendees
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By Sherry Christie |
October 21, 2011
Éminence grise of investment management invites Retirement Income Symposium attendees to ponder 8.5% rates of return on state pensions.
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By Sherry Christie |
October 21, 2011
At Retirement Income Symposium, David Tittsworth provides recent history and likely next developments on fiduciary standard for all.