News You Can Use Updated Daily
Consumer Confidence Index retreats in June
After months of strong gains, the Conference Board Consumer Confidence Index waned in June.
Client numbers on the rise for independent RIAs
More than 80 percent of independent registered investment advisors are reporting client numbers increased or remained steady over the past six months.
Bills to overturn 151A gain support
A companion bill to the recently-introduced Meeks-Price bill is receiving praise from fixed indexed annuity issuers.
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Feature Articles from the Current Issue
- Finding the retirement sweet spot
- Broker/Dealer Resource Guide 2009
- Broker/Dealer and Advisor Sound Off
Editor's Blog John Sullivan, Editor, Boomer Market Advisor
The bumpy road to new normal
I should point to the fairly obvious fact that the President's definition of the new normal is far different from those of many of the rest of us.
Advisors Sound Off
More government meddling?
The SEC has proposed rule amendments that, if adopted, would include a yearly "surprise exam" by an independent public accountant for investment advisors who have custody of clients' assets to make sure those assets exist and that they're being handled properly.
Ask the Experts
- Six standards of client communication in a downturn
Thirty percent of consumers in the U.S. have expressed they want more communication from financial institutions regarding the economic crisis, specifically. What can advisors do to better communicate with boomer clients about what's going on? - Care in a crisis
Given the economic crisis, many baby boomers believe they will be unable to pay for long term care insurance if they ever needed it and are using their savings to pay off day-to-day expenses. When it comes to long term care ... - Picking up the pieces
How do I approach clients who've been burned by bad advice from their previous advisor?
More...
In the Life of a Boomer
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.
Boomer Stat of the WeekMarried boomer men plan to retire at age 64, while their wives are planning to retire at 63.
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