GDC Research

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  Advisors Struggle to Serve Aging Boomers: Report

  By John Sullivan  |  February 5, 2013

  Financial advisors are challenged with how to effectively attract and engage with investors nearing or in retirement.

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  Leaders and Laggards: Advisors’ Processes Define Success in Retirement Income Support

  By Danielle Andrus, AdvisorOne  |  February 15, 2012

  A report released on Monday by GDC Research and Practical Perspectives highlights trends in the way advisors will have to deliver retirement income in light of low interest rates and increasing apprehension from their clients.

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  Retiring Boomers Press Advisors for More Guidance, Report Finds

  By Danielle Andrus, AdvisorOne  |  April 1, 2011

  Advisors are struggling to meet the demand for retirement guidance and products from the increasing number of boomers preparing to retire, a report found.

• Professionalizing Your Practice

  By Ellen Uzelac  |  September 1, 2010

  John M. Ludwig knew he couldn't be all things to all clients -- but, like a lot of advisors, he tried. Three years ago, he...

• Advisors Expanding Retirement Income Offerings, Survey Finds

  By John Sullivan, AdvisorOne  |  June 1, 2010

  Polarized attitudes toward annuities remain; more focus on risk

• What's Your Advice Worth

  By Ellen Uzelac  |  May 1, 2010

  With the advisory role expanding and profit margins shrinking, industry chatter has turned to a touchy topic: the advisor's price tag. As Dennis Gallant, president of...

• 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...

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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 New Retirement Advisor

  By Ellen Uzelac  |  November 1, 2008

  There's been a lot of talk about retirement income distribution planning over the last couple of years. Now for the action -- early stage industry...