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Investment Advisor
August 2006
Kathleen M. Mcbride |
News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate.   |
Financial Planning
June 1, 2010
David E. Adler |
Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think. |
Financial Planning
February 1, 2006
Bob Hirschfeld |
The New, Improved Morningstar What will Ibbotson add to the fund-tracker's growing empire? With its stock and revenues soaring, Morningstar will probably be looking for more takeover targets. For financial planners, the new firm should provide a broader set of analytic capabilities. |
Investment Advisor
April 2010
James J. Green |
Ibbotson Says Asset Allocation and Diversification Held Up While many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ. |
Financial Planning
December 1, 2009
Donna Mitchell |
NY Life Woos RIAs Michael Gordon has plans to turn around New York Life's RIA division, 800-advisor Eagle Strategies of Bedford, Texas. |
Registered Rep.
September 21, 2012
Jerry Gleeson |
Desperately Seeking Financing For most advisors looking to grow through acquisition, the thorniest issue is finding the cash to do so. |
Financial Advisor
November 2008 |
Frontline News News for the Financial Industry: Tumult Could Expand Ranks Of RIAs... M&A Activity Remains Healthy... Independent B-Ds: Don't Tread On Us... Who Has The Most Satisfied Advisors?... The Business Of Serving Business Owners... etc. |
Financial Planning
September 1, 2005
Robert Hertzberg |
At Ibbotson, a Fresh Ambition 401(k) advice is a new but not risk-free direction for a firm known as a specialist in asset allocation. |
Financial Advisor
January 2006 |
Frontline News Independent Threat To Wirehouses Mushrooms... Seven Million Americans Working After Retirement... Retirement Income Association Is Formed... Most Americans Don't Know Investment Basics, Study Finds... etc. |
Financial Planning
September 1, 2007
Jim Grote |
What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation. |
Real Estate Portfolio
Nov/Dec 2004
Art Gering |
A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio. |
Financial Planning
September 1, 2009
Paul Menchaca |
Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income. |
Financial Advisor
April 2006 |
Frontline News Roth 401(k) Plans Off To Slow Start... Schwab To Present Awards... Paying Tuition In Advance Is Not A Gift, IRS Rules Again... 401(k)s: Participation And Contribution Rates Are Down... etc. |
Registered Rep.
July 8, 2015
Jerry Gleeson |
No Slowing RIA Growth In the financial advisory industry there are potential regulatory burdens, fickle investors, and crafty competitors -- but nothing has changed the relentless march of the registered investment advisor space since the 2008 crash. |
Financial Planning
October 1, 2009
Craig L. Israelsen |
An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take. |
The Motley Fool
December 8, 2008
John Reeves |
Your Retirement Has Been Obliterated The Great October Panic blew a big hole in a lot of people's retirement plans. But as long as you've got time -- and even people in retirement have decades left to plan for -- there's always hope. |
Financial Advisor
January 2007
Marla Brill |
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. |
Registered Rep.
June 28, 2007
Christina Mucciolo |
Wachovia Securities to Make New Home in St. Louis Federal Antitrust regulators approved Wachovia Corp.'s acquisition of A.G. Edwards. The deal is expected to close in the fourth quarter, most likely in October. |
Financial Advisor
February 2006
Gail Liberman |
Burning Down The House? Although home equity lines of credit are a useful financial planning tool, a growing chorus of experts is concerned that consumers could be overextending themselves as rates rise. |
The Motley Fool
December 12, 2005
Rick Aristotle Munarriz |
Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note. |
Registered Rep.
September 29, 2008 |
Wachovia, The Bank, Saved by Citi; What Will Happen To Wachovia Securities? Firm Says The AGE Integration To Continue Unaffected Citigroup apparently thinks its got enough financial advisors: Citi declined to buy the retail brokerage business -- Wachovia Securities (and A.G. Edwards) -- and the asset management unit (Evergreen). |
Financial Advisor
April 2008
Evan Simonoff |
The Big Chill While the financial advisor community and their clients have avoided most of the mortgage-related problems, advisory firms' merger and acquisition activity is suddenly becoming a victim of fixed-income market paralysis. |
Registered Rep.
April 6, 2007
Kristen French |
The Cost Of Retirement Ibbotson Associates released its own savings guidelines for typical investors with different ages, income levels and initial accumulated wealth. These recommendations won't surprise financial advisors, but might help inspire profligate clients. |
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 Advisor
July 2007 |
Frontline News The Next Five Years... Are CDOs Sneaking Added Risk Into Your Clients' Portfolio?... Therapy Meets Wealth Management... Real Estate Is More Important In A Riskier World, Study Says... etc. |
Real Estate Portfolio
Sep/Oct 2002
Jack McAllister |
After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution. |
The Motley Fool
July 28, 2007
Elizabeth Brokamp |
The Magic Number for Your Retirement The truth about how much you need to save for retirement. |
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... |
The Motley Fool
June 10, 2010
Scott Holsopple |
The $5.5 Billion Mistake Are you throwing your retirement money out the window? |
Registered Rep.
July 9, 2014
Diana Britton |
It's a Seller's Market If you don't already have plans to sell your practice, now's a good time to consider it. |
Investment Advisor
October 2006
Bob Clark |
Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer. |
Registered Rep.
July 1, 2005
Stan Luxenberg |
New Rivals Are investment research firms, such as Morningstar and Ibbotson Associates, now rivals to registered reps? |
Investment Advisor
January 2008
Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. |
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright |
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. |
Real Estate Portfolio
Jan/Feb 2008
Allen Kenney |
The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc. |
The Motley Fool
February 27, 2008
Matt Koppenheffer |
Investing in Investors There's big business out there for asset managers, and big profits for people investing in asset managers. |
The Motley Fool
February 27, 2009
John Rosevear |
3 Ways to Ruin Your Recovery Many folks are now confronting a hard truth: Thanks to the market, their long-cherished hopes for retirement are in danger of remaining nothing more than hopes. But as with all unanticipated disasters, it's all about how you react. |
Investment Advisor
March 2008
Melanie Waddell |
Sweetening the Pot A new report has found that adding a variable annuity with a lifetime guaranteed minimum withdrawal benefit rider to a traditional stock and bond retirement portfolio can increase income while decreasing income risk. |
Registered Rep.
October 22, 2002
Rick Weinberg |
Merrill to Reps: Go Get 401(k) Business Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions to Merrill advisors. |
Investment Advisor
June 2008
Melanie Waddell |
Retirement Planning at Envestnet The former president of Ibbotson plans 401(k) advice platform for Envestnet Asset Management's newly established Retirement Services Group. |
Financial Planning
January 1, 2009
Donald Jay Korn |
Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end. |
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. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
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
April 13, 2010
John Rosevear |
Scary Stocks Worth Buying Anyway Sometimes, your lowest-risk move is a risky investment. If you take a portfolio that's weighted heavily toward large-cap stocks and add some small caps -- you don't need a lot -- your returns should, on average, go up. |
The Motley Fool
August 26, 2009
John Rosevear |
It's Not Too Late to Save Your Retirement No matter your age, there are still things you can do to improve your retirement. |
Financial Advisor
August 2010
James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
National Real Estate Investor
January 1, 2003
H. Lee Murphy |
Lenders On Alert Despite the weakening economy and soaring vacancy rates in many property types, loan delinquencies and foreclosures have not risen to the point where lender portfolios are endangered. |
Investment Advisor
August 2009
Melanie Waddell |
Retirement Planning: What's Next For Target Date Funds? The global financial crisis has shown that target date funds have shortcomings. What should become of them? |
Financial Advisor
May 2009
David J. Drucker |
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility? |
