It should come as no surprise that the financial crisis, global recession, and fears about a continuing fragile economy have significantly affected investor trust and confidence. While the needs of all investors continue to shift, none may be more critical for money management executives to focus on than those of the Boomer generation about to reach retirement.

According to a recent article in USA Today, the first of the 79 million Baby Boomers will hit 65-retirement age-in 2011, and wealth managers, brokers, investment advisors and financial planners are bound to feel the effects. This large Boomer demographic group is seriously evaluating future financial options and deciding where to place their trust.

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