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,...
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...
Danger & Opportunity: Selling Wisdom
Rather than stumble like their colleagues who maintain a narrow focus on investments, advisors with a broader wealth-management practice orientation can benefit and grow as...
James Dew's business is booming these days. He's seeing a rush of new business from pre-retirees and retirees who are disillusioned with their current advisor...
Complex and Customized, but Also Disconnected
Since retirement planning is now "more complex and more customized," says Dennis Gallant, the former Cerulli analyst and now president of his own research firm,...