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Selling to Seniors Is Different, New Study Shows
Tue, Jun 16, 2009
If given enough time to deliberate, seniors are no more risk-averse or conservative than young adults, according to research by Advantage Compendium's Jack Marrion.
Advisors/Planners/Reps
In Helping Clients Plan for Retirement, Advisors Focus on Process, Not Product
Mon, Jun 15, 2009
For top advisors, retirement income planning involves a step by step process; it's not about picking the right annuity or right mutual fund, says consultant Howard Schneider.
Cost-Cutting by Broker-Dealers and RIAs Creates Opportunities for FundQuest
Tue, Jun 16, 2009
Difficult economic conditions have spurred broker-dealers to outsource some of the functions that they once provided internally, said David Robinson, managing director of national accounts at FundQuest.
A Smarter Form of SWiP
Tue, Jun 16, 2009
Financial advisor Larry Frank Sr. of Rocklin, Calif., a small town in the arid foothills of the Sierra Nevadas, has fine-tuned the classic 4% "SWiP" approach to drawing down retirement income.
