The best vehicles for your clients' road to retirement
Because they’re older and already in retirement, one could argue those issues are more pressing for seniors than for boomers.
The secrets to your success(ion)
One way to keep the concern about inadequate succession planning in the advisory community from escalating is for advisors to confront the issue head-on.
Products baby boomers need most, even if they don't know it
An advisor who serves boomer clients needs a well-equipped toolbox. So what to put in it?
Swimming in affluent waters with HNW clients
Working with high-net-worth clients demands a unique approach and lots of hard work. But it's worth it.
The Affordable Care experts
What happens when you mix insurance and financial advisors with a strong interest in their clients’ health care?
An annuity renaissance
Once scorned by the investing public, annuities of all types are gaining favor with advisors as an important piece in the retirement income puzzle.
Last year a good year for annuities
Fresh sales data document an annuity sales boom, at least through the first three quarters of last year.
It takes two: The dual-licensed advisor
Baby boomers want an advisor who can discuss all facets of their financial life, and that may mean you need an insurance and securities license.
2014: The year of the alternative investment?
After the crash of 2008, non-traditional assets grew in stature. And they may be just what your senior client wants.
Desperately seeking young agents
Unless the industry gets younger recruits, it will never meet the soaring demand as the baby boomer generation retires.