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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.
Financial Advisor September 2005 Joel Bruckenstein	Financial Planning Software--An Update Developments provide new opportunities for advisors: NaviPlan... MoneyGuidePro... Financial Profiles... etc.
Financial Advisor July 2011 Joel P. Bruckenstein	Market In The Middle OMYEN uses a couple of key tools to try and help financial advisors serve less-affluent clients.
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 January 2006 Andrew Gluck	The Gluck Report: Financial Planning's Future Financial planning software is better than ever. Here's a look at what the big four are up to: Financeware... Profiles+Professional... MoneyGuidePro... NaviPlan Extended...
Financial Advisor November 2008 Joel Bruckenstein	Work In Progress A review of Sharelogix, the online financial planning suite from FinanceLogix, a division of OLTIS Software.
Financial Advisor September 2010 David Lawrence	The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors.
Financial Advisor October 2009 Joel P. Bruckenstein	Doing The Math Technology tools can help make Roth conversions easier.
Financial Advisor November 2006 Joel Bruckenstein	A New Vision The latest version of AdvisorVision, a Web-based financial planning platform from AdviceAmerica, is a big step forward.
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 Planning July 1, 2012 Joel Bruckenstein	Tech Tools: Targeting Wage Earners Wouldn't it be nice if there were a technology that could provide meaningful retirement income solutions to those of more modest means? Imagine if advisors could profitably cater to the mass market. RIO may allow advisors to do just that.
Financial Advisor November 2007 Joel Bruckenstein	A Breath Of Fresh Air Financial advisors, the new version of NaviPlan is clean, intuitive and much more responsive.
Financial Advisor July 2010 Joel P. Bruckenstein	Best Of Both Worlds? From simple needs-assessment tools to the comprehensive and detail-oriented NaviPlan Extended software package, EISI's financial planning products cover the gamut of advisors' needs.
Financial Planning March 1, 2006 Joel P. Bruckenstein	Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well.
Investment Advisor November 2006 Lauren Barack	Plug 'N Play Financial planning software firms are streamlining their programs -- even down to those client graphs and charts.
Investment Advisor October 2007 Lauren Barack	The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too.
Financial Planning February 1, 2007 Joel Bruckenstein	Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably.
Financial Planning August 1, 2006 Joel Bruckenstein	An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market.
Investment Advisor September 2005 Andrew Gluck	The Gluck Report, Part III: Planning Software Test Drives A review of Oltis Software LLC's Finance Logix Visual Advisor: This is a powerful, graphically rich, sales-oriented program that is easy to use and would satisfy the needs of most financial planners.
Investment Advisor August 2005 Andrew Gluck	The Gluck Report, Part II: Planning Software Test Drives For financial advisors, plans are now easier to create thanks to a few new software products and over the next couple of years, a number of "instant plan" software packages are likely to be rolled out by broker/dealers and embraced by reps because they're not just simple but also help sell products.
Financial Advisor June 2005 Joel P. Bruckenstein	A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve.
Financial Advisor May 2006 David L. Lawrence	Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach.
Investment Advisor June 2009 Mike Patton	Temperament & Tools To do the job right, the fiduciary financial planner needs the right temperament, and the right tools. Here's how one advisor does it.
Financial Planning April 1, 2005 Jeffrey H. Rattiner	Dig Deep to Climb High To stay competitive, financial planners need to increase their technical know-how.
Investment Advisor April 2006 Melanie Waddell	Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world.
Financial Advisor October 2009 David Lawrence	Making Yourself Heard Consider new approaches to communicate effectively with clients.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Financial Planning October 1, 2006 Elizabeth O'Brien	Bookshelf The RIA's Compliance Handbook by Elayne Robertson Demby is a comprehensive guide for registered investment advisors. Readers can earn 20 hours worth of CFP continuing education credits by passing a 35-question exam located in the back of the book.
Financial Planning December 1, 2007 Joel P. Bruckenstein	2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency.
Financial Advisor April 2007 David Lawrence	RIM Shot Service pricing is not the sole issue for today's financial advisors to deal with. There are several issues unique to Retirement Income Management practices that require attention.
Financial Advisor January 2012	Frontline News Advisors who want to recruit Gen X and Gen Y members as clients should look to the children of their existing clients who are in or near retirement.
Financial Planning December 1, 2008 Joel P. Bruckenstein	Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
The Motley Fool January 15, 2004	Need a CFP? Tips on getting money advice and a solid financial plan without pain.
Financial Planning October 1, 2006 Suzanne McGee	Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt?
BusinessWeek October 22, 2009 Chris Farrell	Should You Roth? Converting your 401(k) to a Roth IRA may be your best retirement bet, but you'll still get a tax bill
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Financial Planning September 1, 2008 David E. Adler	Tackling the Spend-Down The message that retirees with 401(k)s will have to make a decision about how to structure their assets in retirement to avoid running out of money is loud, but not clear.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
Financial Planning August 1, 2007 Li et al.	Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well.
Financial Advisor January 2007 Tere D'Amato	Faux Financial Planning If you aren't indispensable to clients, in the end a life insurance agent may fill the void. As a financial advisor, you should resolve to do all you can in 2007 to ensure that your clients understand the pivotal role you play in their financial life.
Financial Advisor October 2011 Roy Diliberto	Rules Of Dumb Some advisors use rules that dumb down our profession.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
Financial Advisor October 2005 Gregory Bresiger	Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio.
Financial Advisor March 2005 Marla Brill	Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
Financial Advisor July 2006 Raymond Fazzi	A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues.
Investment Advisor November 2006	Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now.