Foward-thinking Five

What’s ahead for 2007 and beyond, specifically for baby boomers and the advisor industry? Global market uncertainty, increased regulation and the threat of new scandal all make for a complicated planning environment, to say the least. Will this translate to energy and excitement, or fear and dread?

Boomer Market Advisor brought together five industry giants for agendas and predictions for the new year. All were chosen for their enthusiasm and creativity in their respective fields, and the innovative ideas that fuel their success. Some names you’ll recognize, others will be new, but look for all to make their mark in the weeks and months ahead.

The innovator {Tony Rochte}: Think of a forward-looking product like exchange-traded funds (ETFs) and you’ll think Tony Rochte...

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