Dennis Gallant

• Retirement Boot Camp

  By Jane Wollman Rusoff  |  February 1, 2010

  It's tough and intense, exacting and disciplined. It's retirement boot camp, and clients who don't get with the program could find themselves financially unfit...

• Retirement Planning: Retirement Income a Riddle

  By Melanie Waddell, AdvisorOne  |  January 1, 2010

  Post the economic downturn, one thing is certain: the need for retirement income planning is more important than ever, but building retirement income portfolios for...

• The Affluentialist: Building Retirement Portfolios Now

  By Lewis Schiff  |  September 1, 2009

  In my June column we examined how retirement planning specialists with a significant list of near- and post-retirement clients deliver their services. These advisors,...

• More Annuities Used in Income Portfolios

  By Melanie Waddell, AdvisorOne  |  August 1, 2009

  At a time when the market downturn has caused some advisors to question their ability to construct adequate retirement income portfolios, advisors are increasingly turning...

• Lessons From Down Under

  By Robert F. Keane  |  July 1, 2009

  The United States and Australia share many similarities. Both nations began their histories as colonial possessions of the British Empire and despite attracting immigrants from...

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  Advisors Shift Portfolio Techniques

  By Ed McCarthy, CFP  |  June 10, 2009

  In response to the market downturn, financial advisors are adjusting how they construct and manage portfolios to meet the income needs of clients living in retirement, says a new report published by GDC Research and Practical Perspectives.

• The Affluentialist: Best Practices for Retirement Planning

  By Lewis Schiff  |  June 1, 2009

  According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving...

• Numerology: No One Way

  By James J. Green, AdvisorOne  |  May 1, 2009

  DC Research and Practical Perspectives, two research companies headed, respectively, by Dennis Gallant and Howard Schneider, released in April their most recent findings--"Examining Best Practices...

• Complex and Customized, but Also Disconnected

  By James J. Green, AdvisorOne  |  March 1, 2009

  Since retirement planning is now "more complex and more customized," says Dennis Gallant, the former Cerulli analyst and now president of his own research firm,...

• News: A Sense of Resolve?

  By James J. Green, AdvisorOne  |  March 1, 2009

  As we went to press, the White House and Congress have agreed to a $789 billion stimulus package of spending and tax cuts proposed by...