The Retiree

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  Fidelity Measures Advisors’ Impact Through Financial Crisis

  By Danielle Andrus, AdvisorOne  |  April 5, 2013

  Fidelity found that those who used an advisor felt more prepared both before and after the crisis, and were more likely to say the economy has improved.

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  Price Forecasts in the Media: a Lousy Way to Invest

  By Joyce Hanson, AdvisorOne  |  April 1, 2013

  “I often hear advisors say their clients are contrarian indicators,” Richard Peterson of MarketPsych says, warning advisors to calm clients' primal buying and selling urges.

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  Best and Worst States for Savings Accounts

  By John Sullivan, AdvisorOne  |  March 29, 2013

  Surprisingly, states with high unemployment and dire fiscal situations fared well.

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  Attracting Women: Pershing, Fidelity Help Advisors Give Female Clients What They Want

  By Joyce Hanson, AdvisorOne  |  March 28, 2013

  The trend toward learning how to better talk and listen is a reminder to advisors, the majority of whom are male, that women communicate differently from men.

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  Even Affluent Women Fear Becoming ‘Bag Ladies’

  By John Sullivan, AdvisorOne  |  March 28, 2013

  Fears of degenerating to the point of a destitute bag lady might elicit a smirk, but a new study from Allianz Life makes clear it’s nothing to laugh about.

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  When to Begin Social Security? Even Advisors Aren’t Sure

  By John Sullivan, AdvisorOne  |  March 28, 2013

  Here's a scary thought: Social Security is the largest source of retirement income for most Americans. Just as troubling is the confusion over when to start taking it.

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  Top 10 Ways to Stop Elder Financial Scams

  By Melanie Waddell, AdvisorOne  |  March 28, 2013

  CFP Board consumer advocate Eleanor Blayney describes 10 common situations in which older Americans are vulnerable to financial abuse and offers advice to guard against it.

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  How to Tax-Manage Your Client’s Portfolio

  By Joyce Hanson, AdvisorOne  |  March 27, 2013

  It’s tax time. Do you know where your client’s assets are allocated?

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  Retirement Assets Rise 8% in 2012

  By Melanie Waddell, AdvisorOne  |  March 27, 2013

  Retirement assets reached $19.5 trillion, a 44.4% jump from 2009 recession lows, according to data released Wednesday by the Investment Company Institute.

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  Clients List Top Money Mistakes: Edward Jones Survey

  By John Sullivan, AdvisorOne  |  March 27, 2013

  Nearly 80% of Americans have made money mistakes. Given the financial situation of many Americans, we’re surprised the total's not higher.