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,...
Putting It Into Practice: Roadmap for Longevity
By Dennis Gallant and Howard Schneider The growing shift to retirement income raises key questions for most advisors. What does the transition to supporting retirement income...
The New Retirement Advisor
There's been a lot of talk about retirement income distribution planning over the last couple of years. Now for the action -- early stage industry...
For years, Dennis Gallant was a well-known director at Cerulli Associates, leading the firm's consulting and new business development efforts. He was also responsible for...