retirement

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  New Retirement Pros; Clients’ Brains; Bill Good’s Cold Call Rewrite: November Research—Slideshow

  By Editorial Staff  |  October 25, 2012

  The November cover story of Research magazine, "The New Retirement Pro," focuses on how to thrive in the growing and highly competitive field of retirement income advice. And Bill Good’s column called "Cold Call Rewrite," he recasts cold call scripts advisors have used.

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  Top 10 Worst States for Workers in Retirement Plans

  By Marlene Y. Satter, AdvisorOne  |  January 2, 2012

  The Employee Benefit Research Institute uncovered a disturbing trend—well, disturbing to anyone who hopes to retire someday.

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  Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow

  By Editorial Staff  |  December 26, 2011

  The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....

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  Outlook 2012: Retirement — Boomer Surveys Tell Us They’re Happy (Even If Broke)

  By Joyce Hanson, AdvisorOne  |  December 21, 2011

  The most beloved statistical study in the advisor world—namely, the retirement survey—was a veritable cottage industry in 2011, the year the first of the baby boomers began marking their milestone 65th birthday.

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  Advisors Are Growing as Pessimistic as Their Clients: MFS Investment Survey

  By Joyce Hanson, AdvisorOne  |  November 16, 2011

  Financial advisors have grown 'decidedly more pessimistic' about the U.S. economy in 2011, closing the gap that existed earlier in the year between advisors and their clients, says a new MFS survey.

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  J.P. Morgan Asset Management Rethinks DC Plans

  By Joyce Hanson, AdvisorOne  |  November 9, 2011

  In a foray into the retirement marketplace, J.P. Morgan Asset Management has developed three core menus the let DC plan participants engage more actively with their plans.

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  Retirement Dreams Evolve; Mentors Matter: November Research—Slideshow

  By Kenneth Silber, Research  |  October 25, 2011

  In Research’s November cover story, Ellen Uzelac examines how clients' hopes and expectations for their later years have changed rapidly — and how advisors can make the most of these challenges. Also in the issue: “Making the Most of a Mentor” and "A Lost Decade for Advisors?” discusses...

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  New Wave of Active ETFs; Richard Thaler Rethinks Retirement: October Research—Slideshow

  By Kenneth Silber, Research  |  September 29, 2011

  Research’s October cover story reports that the fast-changing field of ETFs is heading for a new watershed: the rise of actively managed funds. Also in the issue, Gerald Burstyn examines the work of economist Richard Thaler, who is using the insights of behavorial psychology to aid retirement income decision-making.

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  DOL Agencies to Hold Regulatory Web Chats

  By Melanie Waddell, AdvisorOne  |  July 8, 2011

  Officials representing seven of the DOL's agencies will host live Web chats during the week of July 11 to discuss their respective regulatory agendas