Michael Finke

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  Your Client’s Brain: Coping as Your Clients Age

  By Olivia Mellan  |  March 26, 2013

  As the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow

  By Editorial Staff  |  February 22, 2013

  "Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.

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  Busting the Risk Myth of Women and Investing

  By Michael Finke  |  February 22, 2013

  The perception of the “fairer sex” as less willing to tolerate investment risk fits well with common stereotypes. But there’s more to this story.

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  Are Annuities the Solution to Old 4% Retirement Rule?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  February 12, 2013

  For years, the 4% rule provided the baseline from which advisors launched retirement strategies, but those strategies simply aren’t cutting it any more. Enter annuities with some attractive riders.

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  Seeking Advisors’ Real Value; Generating High-Tech Leads: February Research—Slideshow

  By Editorial Staff  |  January 23, 2013

  The February issue of Research magazine takes an in-depth look at what value financial advisors actually provide to their clients. Ellen Uzelac's feature article "Here's Your Lead Generation Machine" probes how technology is providing new ways to find and engage prospective clients. "A Broker Who Broke Bad" offers the story,...

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  Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities

  By Gil Weinreich, AdvisorOne  |  January 17, 2013

  A retirement income portfolio based on the popular 4% rule has a 57% chance of failure based on current returns. "The bottom line is that the current low-yield environment is a retirement income game changer," the study's co-author, Michael Finke, says.

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  Ranking 401(k) Transparency; Avoiding Liquidity Temptations: January Research—Slideshow

  By Editorial Staff  |  December 20, 2012

  Research magazine teams up with consulting firm Dalbar to present retirement plan transparency rankings. New regulations mandate that 401(k) plan service providers convey detailed disclosures, especially about fees.

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  Making It to Hall of Fame; Assessing Year Ahead; Following the Dumb Money: December Research—Slideshow

  By Editorial Staff  |  November 21, 2012

  The December issue of Research features the magazine's 22nd annual Advisor Hall of Fame, a benchmark of industry excellence. The annual Research Roundtable also appears in the December issue, as our expert panel looks ahead to the financial and economic outlook for 2013.

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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.