The Checklist Solution
I've just finished reading a wonderful book. It's really helped me pull together my thinking on "best practices." Before I tell you about it, let's...
Cover Story: Custom Job
All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress...
Retirement Boot Camp
It's tough and intense, exacting and disciplined. It's retirement boot camp, and clients who don't get with the program could find themselves financially unfit...
Retirement Planning: Retirement Income a Riddle
Post the economic downturn, one thing is certain: the need for retirement income planning is more important than ever, but building retirement income portfolios for...
The Affluentialist: Building Retirement Portfolios Now
In my June column we examined how retirement planning specialists with a significant list of near- and post-retirement clients deliver their services. These advisors,...
More Annuities Used in Income Portfolios
At a time when the market downturn has caused some advisors to question their ability to construct adequate retirement income portfolios, advisors are increasingly turning...
Lessons From Down Under
The United States and Australia share many similarities. Both nations began their histories as colonial possessions of the British Empire and despite attracting immigrants from...
Advisors Shift Portfolio Techniques
In response to the market downturn, financial advisors are adjusting how they construct and manage portfolios to meet the income needs of clients living in retirement, says a new report published by GDC Research and Practical Perspectives.
The Affluentialist: Best Practices for Retirement Planning
According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving...
Numerology: No One Way
DC Research and Practical Perspectives, two research companies headed, respectively, by Dennis Gallant and Howard Schneider, released in April their most recent findings--"Examining Best Practices...