Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
LPL Tops Estimates, Boosts Assets
By Janet LevauxThe number of advisors drops from the second quarter, but is up for the year at 13,140.
October 30, 2012
Nationwide: advisors need to talk with clients about healthcare costs in retirementNearly six in 10 advisors surveyed say their clients are interested in talking about health care costs in retirement, but more than half say discussing their clients health is challenging.
October 25, 2012
New Retirement Pros; Clients’ Brains; Bill Good’s Cold Call Rewrite: November Research—SlideshowThe November cover story of Research magazine, "The New Retirement Pro," focuses on how to thrive in the growing and highly competitive field of retirement income advice. And Bill Goods column called "Cold Call Rewrite," he recasts cold call scripts advisors have used.
October 25, 2012
5 strategies to apply to suitable annuity sales, part 1Selling annuities to seniors has always been a delicate transaction, but there are many protective strategies you can implement in your practice.
October 24, 2012
New Retirement Pro Emerges From Altered LandscapeHow do you provide high-level retirement income advice to your clients? Its a single question with multiple answers, and it could be an advisors toughest challenge.
October 24, 2012
LPL Grabs $175M Team From SagePointThe 19-member group is based in Southern California and focuses on boomers, as well as members of Gen X and Y.
October 24, 2012
What do the Verizon, GM pension deals mean to clients?Its up to you to choose the safest available annuity for your clients.
October 24, 2012
What do the Verizon, GM pension deals mean to clients?Its up to you to choose the safest available annuity for your clients.