Home - Boomer Market Advisor

June 2009

Margaret Towle's a true expert in alternative investments. Immersed in the space since the early '80s, she's seen it all - which means she's avoided the problems of her hedge fund contemporariesand is doing right by her (ultra) high-net-worth boomer clients. How is she successfully weathering the storm and what does it mean for her clients' retirement?...

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Features

Marketing to Boomers

Advertise with impact

As advisors erode their marketing budgets, boomer-targeted advertising has to resonate for the longer term. Last year's gimmick won't work. It's time for a new boomer message....

Working Assets

ETFs for uncertain times

Exchange traded funds underscore the importance of tax-advantaged investments in an unforgiving market. But not all ETFs are created equal. There is return potential for your boomer clients - Is it now?...

10 Questions

10 Questions for: Brian O'Toole

Genworth Financial Wealth Management's CEO Brian O'Toole talks one-on-one about advisors' foremost practice management issues. According to O'Toole, it's time to get tough....

Columns

IRA and Income Planning

New taxes in a new(er) Washington

Tax policy in Washington is headed for big change....

Wealth Management

The overly cautious retiree: Damned either way

Boomers are increasingly cautious investors....

The Tech Edge

The case for consolidation

Should a boomer advisor consolidate his assets with one custodian, or should he work directly with fund companies and annuity product manufacturers?...

The Last Word - Compliance

A silver lining in client claims

The historic market turmoil of the last 12 months has led to more service requests, lower revenue streams and busier calendars....

Annuities

I'm here to praise, not bury, annuities

"Annuities are for people who don't know how to manage their money."...

Departments

Forward Motion

Have you seen my financial advisor lately?

High-net-worth investors - who now say their retirement fears are at an all-time high - are ready to switch advisors for "lack of initiative," according to the recently released 10th annual Phoenix Wealth Survey....

Survey tracks best LTC spots

Baby boomers seeking affordable long term care will need to check out the Midwest....

Small businesses like retirement plans; few offer

A recent SunTrust survey of 1,000 small business owners...

Broker/Dealer Playbook

Mating rituals: Merging trumps selling in today's market

Dan Seivert is busier than ever matching investment advisory firms that are looking to merge....

Mary not quite contrary on reform agenda

In a recent speech, Securities and Exchange Commission Chairman Mary Schapiro highlighted the SEC's effort to reestablish investor trust....

Surprise - Background check expansion underway

The Financial Industry Regulatory Authority announced in late April that it's proposing a major expansion of its BrokerCheck service....

Retirement savings - Fun with numbers