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Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—Slideshow

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It’s hard enough to get retirement planning right with all the challenges your clients face—market volatility, living longer than they imagined—that could take their savings, but have you considered some of the other challenges they face that could take their lives? According to the Substance Abuse and Mental Health Services Administration, the proportion of older people treated for a combination of cocaine and alcohol abuse tripled between 1992 and 2008, and suicide rates are highest among people over the age of 65, according to the American Association of Suicidology. In our January 2012 issue, Olivia Mellan broaches this topic with actionable tips on how to prepare your clients for a retirement that more accurately reflects reality.

The recession and its aftermath have hurt everyone, but the past 10 years have been no picnic. Savita Iyer-Ahrestani talks to industry veterans to get their thoughts on where we’ve been, where we’re going and what we can expect.

So many of the supposedly “non-correlated” asset classes sure were correlated during the economic crisis in 2008 and 2009, but the managed futures class wasn’t one of them. Ben Warwick, CEO of Quantitative Equity Strategies and frequent contributor to AdvisorOne, explains why managed futures are such an effective hedge in this month’s Overlooked Managers.

Get Real, Investment Advisor, January 2012Get Real

He’s silver-haired and distinguished. She’s cute and toned. They’re sitting in beach chairs watching the sunset, or maybe walking hand in hand along the water’s edge. They’re relaxed, contented, affectionate. They’re retired.

We’ve all seen this stereotype in retirement planning ads and brochures. But with the baby-boom juggernaut now beginning to roll past 65, the authors of two perceptive new books say that advisors need to help clients prepare more realistically for what retirement will be like. Olivia Mellan talks to Robert Laura, author of “Naked Retirement,” for his perspective on the often unaccounted for dangers in retirement.

Roberta Taylor and Dorian Mintzer, “The Couple’s Retirement Puzzle: 10 Must-Have Conversations for Transitioning to the Second Half of Life,” outline ways advisors can make sure their clients are communicating to ensure their retirement dreams aren’t derailed by each other.

Read the full article.

Decade HorribilusDecade Horribilis

Even veteran investment professionals, those who have been in the business for decades, are not shy to say that the 2001–2011 period was probably the worst time they have ever been through.

At the outset of a new decade, both the financial markets and the global economy still look tenuous. The European sovereign crisis is not resolved, the U.S. economy is fragile and inflation is on everyone’s cards as a top concern in the years to come.

Yet seasoned investment managers believe that it’s still possible to come out on top, and maybe even perform better in the decade to come, if they approach the market with dedication, discipline and devotion to the practice of investment management. Savita Iyer-Ahrestani talks to some industry veterans to get their take on where the next 10 years will take us.

Read the full article.

Managing Volatility with Managed FuturesManaging Volatility with Managed Futures

In today’s markets, everyone is looking for a way to manage volatility. Ben Warwick and his team at Quantitative Equity Strategies have found one. Editor in Chief John Sullivan sat down with Warwick to learn more about it. He took so long to answer our first question about the benefits of managed futures, we wondered if he was multitasking.

“No, I’m not, I’m just trying to come up with a very easy to understand version of a not so easy to understand story,” Warwick said when he finally got started.

Read the full article.

Sounding the Alarm, Investment Advisor, January 2011Sounding the Alarm

Lately an advisor can rarely open a trade publication without coming across at least one article focusing on succession planning (we’re guilty of that as well). Most of these columns center on how dire the problem is with the hope being that couching lack of preparedness in such alarming terms will inspire advisors to action. Outside of recommendations to begin succession planning sooner, specific solutions are often in short supply.

FA Insight admits to being guilty of perpetuating the succession fixation as well, citing in their recently released “2011 FA Insight Study of Advisory Firms: People and Pay” that lack of preparedness for succession presents “the greatest vulnerability for all firms.” The latest FA Insight study goes further, however, in striving to identify why succession is such a serious challenge and recommending key areas of focus for advisors to improve their preparedness. Eliza De Pardo and Dan Inveen walk us through the survey results in Part 2 of their 2011 People and Pay series.

Read the full article. Read Part 1 of the People and Pay series from the September 2011 issue of Investment Advisor.


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