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Investment Advisor
September 2005
Kathleen M. McBride |
But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P.   |
Financial Planning
November 1, 2005
Marion Asnes |
Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work. |
Investment Advisor
December 2008
James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future. |
Financial Advisor
June 2009
Sherri Scordo |
Advisor Emporium Genworth Financial Wealth Management is enhancing its investment management platform to help advisors through the current challenging market |
Financial Advisor
September 2007
David Lawrence |
Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints. |
Financial Planning
July 1, 2006
Ken Haman |
Creating V.A.L.U.E. Effectively managing clients' emotions is the skill that distinguishes the most successful financial advisers from the rest of the pack. Following this five-step process can help you get started. |
Financial Planning
January 1, 2006
Marshall Eckblad |
Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results. |
Investment Advisor
October 2007
Neal Ringquist |
Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth. |
Financial Planning
March 1, 2005
O'Toole & Steiny |
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up? |
Financial Planning
December 1, 2005
John Nersesian |
Rebalancing Act One of a planner's most difficult tasks in getting clients to implement a financial plan is convincing them to rebalance their asset allocations. Before you can persuade clients to rebalance, you have to show them the benefits. |
Financial Planning
February 1, 2005
Jim Otar |
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. |
Wall Street & Technology
August 27, 2004
Paul Allen |
Custodians Target Compliance Firms that lack the technology, data or manpower to monitor compliance are looking to their custodian services for relief. |
AskMen.com
September 30, 2001
Rashmikant Patel |
Beating A Market Crash Forget about specific stock analyses and trying to figure out when's a good time to get in or out of the markets. Instead, stick to the factors that you can control, because they are more likely to help you out in the long run than any uncontrollable factors like stock prices... |
Financial Planning
March 1, 2006
Marshall Eckblad |
White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio. |
Financial Planning
May 1, 2006
Joel Bruckenstein |
Rebalancing Act A new software program that automatically performs sophisticated rebalancing -- and captures extra alpha -- is stimulating the market for similar offerings. Here's what's available. |
Financial Advisor
January 2005
Joel Bruckenstein |
First Look: iRebal---"The Intelligent Rebalancer" The iRebal software allows financial advisors to rebalance across accounts at the household level. Additionally, it is designed to help manage cash flows into and out of the portfolio. |
Wall Street & Technology
October 17, 2007
Penny Crosman |
Schwab, Investment Managers Prepare for Retirement Boom Some of the 78 million baby boomers are about to retire -- how will financial advisers cope with the deluge? |
Financial Advisor
November 2005
Tracey Longo |
All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance. |
Financial Advisor
August 2004
Sydney LeBlanc |
Independent Broker-Dealers Improving SMA Programs Historically, independent advisors have been forced to sit on the sidelines while wirehouses led the way in products and technology for separately managed accounts. Increasingly, things seem to be changing. |
Investment Advisor
August 2006 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Financial Advisor
December 2004
Sydney LeBlanc |
The Gift of Rebalancing Advisors are once again in the throes of year-end activities regarding their clients' accounts. And while this may be when to rebalance portfolios, how to do it is debatable. |
Financial Advisor
December 2004
Gerald C. Steffes |
Innovative Trends in 401(k) Plans The brutal bear market beating in recent years has led to significant innovations in 401(k) plans offered by small to mid-size employers. One of the driving forces for these innovations is a re-emergence of trustee awareness with regard to their fiduciary liability. |
Investment Advisor
April 2006
Maya Ivanova |
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. |
Investment Advisor
February 2007 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
On Wall Street
October 1, 2008
Tim Knepp |
Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets. |
The Motley Fool
March 25, 2004 |
Foolish Asset Allocation Moving in and out of the stock market every few months will not lead to success. |
Financial Advisor
January 2004
Jeffrey A. Hollowniczky |
Good Portfolio Reports Are Customized For Clients While the innovations in portfolio reporting technology have provided advisors with mountains of information and increased efficiency in their back-office operations, the client's specific needs have often been forgotten in the process. |
Investment Advisor
May 2007 |
Asset Allocation, May 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Investment Advisor
August 2007 |
Asset Allocation, July 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Investment Advisor
October 2007 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Financial Advisor
July 2007
Joel Bruckenstein |
Much-Needed Makeover One of the most widely deployed financial planning programs on the market, Profiles Professional Version 8.0, gets a new look. |
Investment Advisor
April 2007 |
Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Investment Advisor
March 2007 |
Asset Allocation, March 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc. |
Investment Advisor
March 2008 |
Asset Allocation, March 2008 The monthly recommendations from the IA asset allocation gurus. |
Investment Advisor
September 2008 |
Asset Allocation, August 2008 Monthly recommendations from the asset allocation panel. |
The Motley Fool
November 17, 2006
Dan Caplinger |
How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need. |
The Motley Fool
September 14, 2006
Ryan Popple |
When Should I Rebalance? Rebalancing a portfolio works best when it's linked to performance. Asset allocation can not only manage risk, it can also increase portfolio returns. |
Financial Advisor
July 2007 |
Advisor Emporium Pershing Launches Managed Account Network... John Hancock Adds Allocation Options... Matrix Buys Interest In Research Firm... etc. |
Investment Advisor
February 2008 |
Asset Allocation, February 2008 The monthly recommendations from the IA asset allocation gurus. |
Investment Advisor
April 2008 |
Asset Allocation, April 2008 Read on for the monthly recommendations from the IA asset allocation gurus. |
Investment Advisor
May 2008 |
Asset Allocation, May 2008 The monthly recommendations from the IA asset allocation gurus |
Investment Advisor
November 2007 |
Asset Allocation, November 2007 The monthly recommendations from the IA asset allocation gurus |
Investment Advisor
August 2008 |
Asset Allocation, August 2008 Monthly recommendations from this publication's asset allocation panel. |
Investment Advisor
June 2008 |
Asset Allocation, June 2008 Monthly recommendations from this publication's asset allocation panel. |
Investment Advisor
July 2008 |
Asset Allocation, July 2008 Monthly recommendations from IA's asset allocation panel |
Financial Planning
March 1, 2006
Solow & Kitces |
Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator. |
Investment Advisor
September 2008
Kara P. Stapleton |
Catching up with... Steve Lundquist, recently appointed head of the Registered Investment Advisor channel for JPMorgan Funds, speaks about his business strategy. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
Financial Advisor
September 2005
Rick Adkins |
What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio. |
Financial Planning
February 1, 2008
Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
