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Boomer Market Advisor Magazine.

    The Boomer Retirement Experts

Table of Contents

July 2010

First Midwest Securities sets itself apart with a fixed-income focus on helping their advisors with the retirement-income puzzle....





Features

Feature
Annuity-like insurance wrappers for 401(k)s are the talk of the industry. Is this emerging breed of lifetime income guarantees for retirement plans the answer to so many client questions? If so, how can advisors capitalize?...

Special Feature
With so much happening in the financial services industry in general, and the broker/dealer industry in particular, we present critical information on the top broker/dealers in the industry....

Columns

IRA and Income Planning
With the recent market turbulence and “flash crashes,” you’ve seen an increase in client concerns as to what it means for their assets....

Wealth Management
My research indicates that advisors use a variety of approaches to produce client income....

Annuities
When life insurance executives and annuity product managers gather at trade shows and retirement conferences, they talk about what can be done to entice more registered investment advisors to use their products....

Departments

Editor's Letter
It’s good to be Jon Henschen. The founder and president of Henschen and Associates, a broker/dealer recruiting firm in the independent channel, is having his best year ever—even more so than 2009....

Forward Motion
The period between ages 18 and 50 may be tough, but according to research, 51 is great....

Boomers should bulk up on dividends and value stocks, Jon Chevreau writes on his blog, The Wealthy Boomer....

MetLife recently asked pre-retirees a series of questions about how they would transition into retirement....

More evidence that aging-in-place is a top priority for boomers—one-third of boomer women say they plan to stay in their current home for the next 10 years....

Broker/Dealer Playbook
“Mary, you need to cut back on your spending. You won’t have enough to stay retired.” This well-meaning suggestion represents the traditional approach to financial planning....

A majority of independent RIAs know that their clients expect them to have a succession plan in place, yet most have not planned for the formal succession of their businesses....

Top Four U.S. Securities Firms by Revenues, 2009...

The Fund Watch
As 401(k) plans become an increasingly important source of retirement income for boomers, the fees charged to such plans are becoming the subject of growing scrutiny....

The average expense ratios of stock funds and bond funds rose slightly in 2009, but the total fees and expenses paid by investors remain largely unchanged on an asset-weighted basis....

Well, not rules really, more like important suggestions....

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