Laura Varas

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  New Retirement Pro Emerges From Altered Landscape

  By Ellen Uzelac  |  October 24, 2012

  How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.

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  The Great Retirement Rethink

  By Ellen Uzelac  |  October 26, 2011

  Retirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: “I don’t think retirement is the buzzword it once was. ‘Okay, yeah right, retirement. Okay, yeah right, I’ll win the lottery.’...

• Retirement Income Market Tops $3 Trillion

  By Danielle Andrus, AdvisorOne  |  March 16, 2011

  A survey released Tuesday found the retirement income market totaled $3.3 trillion at the end of 2010, or 11% of household investable assets.

• Redefining Retirement

  By Ellen Uzelac  |  January 1, 2011

• Redefining Retirement

  By Staff Writer  |  December 28, 2010

• Nine Ways to Rebuild Trust With Clients

  By Savita Iyer-Ahrestani, AdvisorOne  |  July 14, 2010

  New Hearts & Wallets study reveals nine trust-building practices advisors can use

• What Will It Mean to Be an Independent Financial Advisor?

  By Ellen Uzelac  |  June 1, 2008

  With baby boomers moving into self-funded retirement, the advisor will need to become expert at risk analysis, risk management and financial life planning. There will...

• Innovation in Insurance

  By Moshe A. Milevsky  |  January 1, 2008

  Retirement income distribution -- it's the talk of the trade. And no one is in a better position to capitalize on the ?ber-dollar opportunity than...

• The $20 Trillion Question

  By Ellen Uzelac  |  November 1, 2007

  Twenty trillion dollars is roughly the amount of money that retirees in coming years will be drawing down; but no one has figured out the...