Life Planning

Sixty Is The New Forty

by Tracey Longo

Financial advisor symposium attendees hear how to restructure practices for retiring boomers.

Boomer Interupted

by Mitch Anthony

Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case.

FRONTLINE NEWS

Congress Grills "Senior" Advisor Designations Members of the Senate Special Committee on Aging grilled the financial services industry on...

The New Retirement Wave

by William Glasgall

Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.

Do Your Clients' Target Funds Measure Up?

by Marla Brill

How do market watchers come up with apples-to-apples comparisons of target-date funds?

Seeking Yield

by

Investors want dividends, but U.S. companies are holding too much cash.

Capitalizing on Boomers' Next Big Move

by Tracey Longo

Turn a blind eye to retiring clients' penchant for their next new home-and it's an opportunity lost.

Preventive Medicine

by Tracey Longo

In this special report, Financial Advisor magazine looks at how more advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement.

FRONTLINE NEWS

States Reevaluating Who Should Be Licensed It's one of the financial industry's vexing questions: Who and what exactly is an investment advisor? It's...

Looking For Certainty

by Alan Lavine

Plan sponsors add income replacement funds to meet a demand for simplifying 401(k) choices.

The Back-To-Nature Boomers

by Bruce W. Fraser

Advisors help clients make their rural dreams a reality-and sometimes their own.

Efficient Rebalancing

by David Lawrence

Here are some ideas to make the job easier when you have to check under the hood and tune up those portfolios.

FRONTLINE NEWS

Deal Activity Picks Up Financial advisory firmsZ seeking the best price for their practice might want to look outward rather than inward...

What You Don't Know Can Hurt You

by Ken Weber

Plan sponsors are blind to the real costs of their companies' 401(k) plans

What's Your Retirement Brand?

by Tracey Longo

Investors are fleeing brokers who don't discuss retirement income with them.

A Velvet Niche

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National Retirement Partners, a network of retirement-focused advisors, has raised its game and clinched its own broker-dealer.

IRAs That Are Outside The Box

by Marla Brill

Self-directed IRAs allow clients to decide where they want their IRA money to play. But watch out for sand traps.

Retirement Whiplash

by Mitch Anthony

The question is, how does a retiree maintain an active, challenging life? The answer is, never stop.

Plan Gets Stamp Of Approval

by Eric L. Reiner

Cash-balance plans let successful business owners save more.

Investor Feeding Frenzy Predicted

by A Financial Advisor Special Report

Demographics could spawn a huge boom in the next decade.