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February 2010

The holistic approach. A comprehensive strategy. Call it what you will … but if you ignore or outsource the insurance portion of your client’s retirement plan, don’t call it complete....

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Features

Feature

Rethinking retirement

How advisors can capitalize on baby boomers wants—and needs—in the wake of the financial crisis...

Columns

IRA and Income Planning

Roth conversion is not an investment decision

You have probably been inundated with endless advertisements and articles touting 2010 as a banner year for the financial advisory business....

Wealth Management

Innovation in defined contribution options

There’s an interesting development in the defined contribution world: the introduction of new and attractive investment options that guarantee participants a minimum level of income for life once they retire....

Annuities

The illusion of liquidity

Of the annuities from which advisors and clients can choose, variable annuities are still the most popular....

Departments

Editor's Letter

The original retirement planning sin

I’ve got a buddy who’s a wholesaler on the life insurance side of a major financial services firm....

Forward Motion

Hedging your clients’ retirement bets

Innovative? Disturbing? Disturbingly innovative. We’ll let you decide....

Those damn good-for-nothing kids

Our neighbors to the north are having family trouble, and the same could soon be said of one of your boomer clients....

Broker/Dealer Playbook

What differentiates successful retirement advisors?

Having success in business is much like succeeding at dieting....

The Fund Watch

Where next for the global recovery?

To merely say that the world economy is much better than it was just 12 months ago would be to greatly understate how far we’ve come in stabilizing the global financial system....