Protecting retirement income
By Staff Writer43%: Percentage of boomers planning to change their financial plan who would use a financial advisor or retirement planning professional. 20%: Percentage of baby...
Retirement (under)funding
May 28, 2008
2006 Fund Assets$2,000,000,000,000 - Hedge fund assets in 2006 Tiburon Strategic Advisors 63 - The average age at which baby boomers expect to retire AIG SunAmerica Retirement Markets Inc. $104,000,000,000 -...
May 28, 2008
John Hancock Funds' CEO Hartstein on the boomer need for LTCIPurchasing long term care insurance would seem to be a basic strategy to guard against longevity risk. But LTCI continues to struggle with market penetration....
May 28, 2008
Morgan Stanley to make cutsAnd on it goes. The Wall Street Journal reports Morgan Stanley will cut its U.S. residential mortgage operations and close its U.K.-based residential mortgage lending...
May 28, 2008
Let's hope it's wrongSudeep Reddy reports on the Wall Street Journal's blog that the coming recession will be the worst since the 1970s, at least according to Merrill...
May 28, 2008
Critical care for the boomer portfolioReal estate and health care - could there be two more volatile topics at the moment? Try combining them. The November issue of Boomer Market...
May 28, 2008
Boomer advisor BRIC alertIf your clients are invested in the so-called BRIC countries, pay attention. Thanks to a surge in recent weeks, the Yuan ended 2007 up nearly 7...
May 28, 2008
The folly of accountabalismOur Trend of the Week reminds me of one of Harvard Business Review's Breakthrough Ideas for 2007. Marketing consultant David Weinberger warned that accountability at...