Home - Boomer Market Advisor

July 2009

Finding the retirement planning sweet spot

It's all blowing up; Which is good and bad for the independent broker/dealer space. An unprecedented recruiting environment, fee-based assets in crisis, boomer clients freaking - It's all a bit much. But not for Kovack Securities. What are they doing right when so many others are getting it wrong? And what does it mean for their boomer advisor partners?...

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Features

Special Feature

Broker/Dealer and Advisor Sound Off

"What one issue in the broker/dealer industry is keeping you awake at night?"...

Broker/Dealer Resource Guide 2009

Broker/Dealer Resource Guide 2009...

Practice Enhancement

Best year ever

More advisors than ever are going independent and recruiters have their pick of the talent pool. Find out what they're looking for - and why this could be their best year ever....

Save the boomer client - Best tech tools that do more with less

If time is money, then it's high time for advisors to take full advantage of the tech tools at their disposal....

10 Questions

10 Questions for: Wayne Bloom

CEO of Commonwealth Financial Network and Red Sox fanatic...

Columns

IRA and Income Planning

Broker/dealer value and your boomer clients

I've been fortunate to attend a number of industry conferences during the past 12 months, some sponsored by my broker/dealer, others not....

Wealth Management

Retirement lessons never learned

Economist John Ameriks says that when an airplane crashes, people do not question the laws of aerodynamics, they investigate what went wrong with the plane....

The Tech Edge

Welcome to social networking

While there are always early adopters who want to be on the bleeding edge of the "next big thing," most people and institutions typically take a wait-and-see approach....

The Last Word - Compliance

Bernie, Bayou and a mighty big fine

Before Bernie it was Bayou; Bayou Fund and its principal, Samuel Israel -- that is....

Annuities

Give mortality some credit

The topic of income annuities always reminds me of the Uruguayan soccer team whose plane crashed in the Chilean Andes back in the '70s....

Departments

Editor's Letter

Profit from chaos

No, not in a price gouging sort of way....

Forward Motion

Boomers catch a (health) break

Yet another reason boomers have to be thankful....

401(k) insurance?

Insure your 401(k) - the case is no doubt there, but how?...

Boomers rack up the debt

One-fifth of boomers owe at least $50,000 in non-mortgage debt....

Wealthy boomer women take control

Of wealthy boomer women, 88 percent said they are moderately to highly involved in the oversight of their wealth and management of their family's assets....

Retire later, avoid dementia

Telling a boomer that working longer might ward off dementia could be the clincher that puts off retirement for good....

Boomer housing - 2009 and beyond

A report on housing from the National Association of Home Builders (NAHB) and The MetLife Mature Market Institute....

Broker/Dealer Playbook

Embracing the new advisory standard

Recent turmoil in the financial services industry has created a heightened demand for transparency and accountability from investors....

The Fund Watch

The boomer case for small-cap stocks

Investors often debate whether small-cap or large-cap stocks are poised to outperform within the broader U.S. equity market....

CheckList

It ain't all about the payout

Many believe the recruiting environment in the broker/dealer space is the best it's ever been....

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Boomer Stat of the Week

Boomers spend on average 12.9 hours (non-business) per week online.
ChangeWave Research

The Boomer Retirement Experts

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