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Financial Advisor
December 2007
David J. Drucker |
Living The Same, Longer If traditional planning software focuses on the sufficiency of a client's assets, Dr. Laurence Kotlikoff's E$Planner focuses on the sustainability of the client's living standard and on his optimal life insurance coverage.   |
Financial Advisor
February 2007
Joel Bruckenstein |
Easy-To-Use Retirement Software Although they have hitches, these professional retirement planning software packages are surprisingly good for basic planning: OppenheimerFunds Retirement Income Manager 2.0... Retirement Savings Planner From Torrid Technologies Inc... etc. |
Financial Advisor
May 2008
Joel Bruckenstein |
Retirement Good Fortune Silver Financial Planner from MoneyTree Software is one of the top choices for advisors looking for a dedicated retirement planning tool. |
Registered Rep.
July 5, 2012
Lauren Barack |
Let it Ride? Hardly. New software addresses the security needs of risk-weary investors approaching retirement. Financial advisors who ignore these concerns risk watching assets walk out the door. |
CFO
August 1, 2007
Karen M. Kroll |
The Overfeathered Nest Egg Critics say financial-planning calculators encourage employees to save too much. |
Investment Advisor
October 2008
Kara P. Stapleton |
Legal Double Dipping What if you could tell a client that they can retire early and still get their full retirement benefits? Well, in fact, you can. |
BusinessWeek
July 2, 2009
Peter Coy |
Can You Afford to Retire? After watching their savings evaporate and their net worth plunge, many are giving up on retirement planning. But there are ways out of this mess without winning the lottery. |
BusinessWeek
February 21, 2005
Peter Coy |
Scared To Death Of Life Insurance Choosing the amount of coverage is hard. The trick is to think like an economist. |
Financial Advisor
August 2009
Bruce W. Fraser |
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny. |
Financial Advisor
September 2009
Joel P. Bruckenstein |
What Are The Odds? A look at whether Monte Carlo simulations help or hinder the planning process. |
Financial Advisor
February 2008 |
Frontline News News of interest to the financial advisory industry: Fiduciary Network Buys Stake In Brouwer, Janachowski... Morningstar Names Top Fund Managers... Advisors Gather At Tech Show... State Of The Industry... etc. |
