The Retiree

Sponsored by

• 

  Remind Clients of the Non-Market Returns You Provide: 7 Examples

  By Andrew Rice, Money Management Services  |  May 4, 2013

  Beyond the returns on their portfolios, chances are good that you’ve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.

• 

  Ruling Forces Advisors to Pick Appropriate Fund Share Classes

  By Melanie Waddell, AdvisorOne  |  May 3, 2013

  It's a potentially daunting task since some funds may have 10 or more share classes, says ERISA guru Fred Reish.

• 

  2013 SMA Managers of the Year: Thomas White International ADR’s Tom White, International Equity—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Thomas White of Thomas White International ADR about their award in the International or Global Equity category.

• 

  2013 SMA Managers of the Year: GW&K’s Dan Miller, U.S. Equity SMID-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Dan Miller of Boston’s GW&K Investment Management about their award in the U.S. Equity SMID-Cap category.

• 

  Reality Bites: Gen Xers Aren’t Slackers Anymore, MetLife Says

  By Joyce Hanson, AdvisorOne  |  April 26, 2013

  The unthinkable inevitable has happened: Gen Xers are identifying more with their Boomer parents as they enter middle age and shoulder the burdens of work, family and financial planning.

• 

  Retirement Research Roundup: Savings, Not Income, Biggest Driver of Retirement Success

  By Danielle Andrus, AdvisorOne  |  April 26, 2013

  Americans are on track to replace about 61% of their income in retirement, a Putnam survey found.

• 

  Consumers Looking Long Term but Not Taking Action

  By Danielle Andrus, AdvisorOne  |  April 23, 2013

  Consumers are prioritizing long-term planning over short-term financial concerns, a study released Tuesday by Northwestern Mutual found.

• 

  The CFPB Warning on Senior Designations: Off the Mark

  By Bob Clark, AdvisorOne  |  April 23, 2013

  Is cracking the whip on deceptive seminars for seniors really the most important issue a Consumer Financial Protection Bureau should be pursuing?

• 

  What Does Your Style Say to Your Clients?

  By Savita Iyer-Ahrestani, AdvisorOne  |  April 22, 2013

  Gone are the days of the “guy in a black suit.”

• 

  Financial Industry, Advisors Fail Women: Allianz

  By John Sullivan, AdvisorOne  |  April 22, 2013

  A new study finds a startling increase in the number of women seeking financial advice.