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Table of Contents
BMA November 2009
Broker/Dealer Excellence Awards 2009
Which broker/dealers are getting it right? Which broker/dealers go above and beyond in serving the needs of both their reps and their reps’ clients?...
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Features
Marketing to Boomers
A SIMPLE plan for boomer business owners
Business IRAs are a valuable retirement plan option no matter the market. How can they help your business-owner clients in the current crisis?...
Working Assets
The sequence for retirement success
We all know what retiring in a down market means for the client portfolio—devastation. Understanding the potential impact of this risk is the first step toward helping clients prepare. Fortunately, there are retirement recovery strategies to help....
Columns
IRA and Income Planning
A Roth conversion not motivated by tax savings
A Roth conversion not motivated by tax savings...
Wealth Management
Mortality expectations provide real value (Part II)
Mortality expectations provide real value (Part II)...
The Tech Edge
Technology tips for the advisor transition
Technology tips for the advisor transition...
The Last Word - Compliance
Crossing lines in the 401(k) marketplace
Crossing lines in the 401(k) marketplace...
Annuities
SPIAs still ahead of their time
SPIAs still ahead of their time...
Departments
Editor's Letter
Crazy like a fox
Not much of a talker on airplanes....
Forward Motion
Boomer burden Social Security - yet again
Boomer burden Social Security - yet again...
Wal-Mart and apple pie
Wal-Mart and apple pie...
Investor attitudes on the upswing
Investor attitudes on the upswing...
Labor Department drops retirement advice rule
Labor Department drops retirement advice rule...
Broker/Dealer Playbook
Embracing retirement complexity – The new advisor imperative
Embracing retirement complexity – The new advisor imperative...
REITs on the rise
REITs on the rise...
401(k) industry fast facts (updated 2009)
401(k) industry fast facts (updated 2009)...
The Fund Watch
The retirement glass is half empty
The retirement glass is half empty...
CheckList
How to showcase your retirement planning expertise
How to showcase your retirement planning expertise...
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Boomer Stat of the Week
Boomers spend on average
12.9 hours
(non-business) per week online.
ChangeWave Research
Most Read Articles
Gunning for Bunning
The 2010 boomer retirement survey
CFP Board seeks comment on proposed revisions to its disciplinary rules and procedures
Whole life’s new lease
Rehab for the 401(k)
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