Where can advisors and reps expect close regulatory scrutiny?
By Staff WriterUnder qualified for oversight? Fines continue to rain down on firms for wrongfully using unregistered executives in key compliance supervisory positions. Research disclosure? FINRA...
May 28, 2008
Boomers on the road259.4 million - Number of trips made in the United States by baby boomers. 26% - Percentage of boomers who prefer to fly than...
May 28, 2008
Boomers on the move - and not to where you'd thinkThink all retirees flock to Florida? Not so, reports the Associated Press. Retirees are increasingly likely to pick snow over sunshine for their later years. The...
May 28, 2008
Boomers cut back spending, savingThe Associated Press reports that the economic downturn is hitting roughly one in 10 middle-aged and older Americans especially hard, compelling them to borrow money...
May 28, 2008
Use technology to support serviceTo distance yourself from your competitors you need to develop technological strategies that allow you to provide the same quality of service to each of...
May 28, 2008
So much for women and children firstMost married men claim Social Security benefits at age 62 or 63. This is well short of both Social Security's Full Retirement Age and the...
May 28, 2008
Baby boomer assets85% - Percent of boomers who own their own home. $71,400 - Approximate average annual income for boomers born in 1946. $297,900 - Average...
May 28, 2008
IRAs: Incomprehensible retirement accounts?Although 71 percent of people surveyed feel IRAs are worth investing in for retirement income, only 48 percent of people 50 or older actually have...