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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.   |
Registered Rep.
February 11, 2011
Diana Britton |
Liquidity Is Expensive and Overrated Liquidity may be more of a return predictor than you think, according to Roger Ibbotson, chairman and chief investment officer of Zebra Capital Management. |
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
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 Advisor
September 2010
Evan Simonoff |
Ibbotson Finds Liquidity Rules The pioneering academic uncovers some remarkable trends regarding illiquid equities. |
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. |
The Motley Fool
December 12, 2005
Rick Aristotle Munarriz |
Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note. |
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 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. |
On Wall Street
June 1, 2011
Carl Resnick |
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available. |
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. |
Investment Advisor
February 2010
Robert F. Keane |
The Green Advisor: Adding ESG to Asset Allocation New portfolios aim to help advisors align values and diversification. |
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. |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
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. |
Registered Rep.
June 10, 2011
Diana Britton |
Pershing: Getting Client Assets Off the Sidelines Though the market has been in recovery mode for some time, many investors are still afraid to dive back in and are holding their cash on the sidelines. To get them back in the game, advisors should reset future expectations. |
Financial Planning
December 1, 2009
Donald Jay Korn |
Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises. |
The Motley Fool
July 1, 2010
John Rosevear |
You Need This Offbeat Investment Some funds -- which Morningstar calls "moderate allocation" funds -- take nonstandard approaches to investing: Some take short positions, some buy and sell options, some invest in commodities, some combine all of the above and more. |
Investment Advisor
November 2006 |
Changes TIAA-CREF announced the election of Forrest Berkley to the CREF Board of Trustees... Morningstar, Inc. announced the appointment of Liz Michaels, Michele Gambera, James Xiong, and Bo Yuan to the senior management and research teams at Ibbotson Associates... etc. |
Registered Rep.
July 6, 2006
Kevin Burke |
Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar. |
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. |
The Motley Fool
September 29, 2010
Dan Caplinger |
Tomorrow's Winning Stocks Are Right Here You won't find them in the obvious places. When you buy stocks with a lot of liquidity, you're paying up for it -- and if you're a long-term investor, you're paying for liquidity that you're not planning to use. |
Financial Planning
September 1, 2009
Geoff Considine |
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. |
Financial Advisor
August 2007 |
Frontline News Deal Activity Picks Up... St. Louis A Financial Hub?... Assets Getting Stale In Old Accounts... Ibbotson Patents Portfolio Concept Tied To Human Capital... etc. |
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? |
Investment Advisor
September 2008 |
21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace. |
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. |
Financial Planning
January 1, 2006
Marshall Eckblad |
REITs' Diversification Benefits Portfolios that included Real Estate Investment Trust (REIT) holdings have outperformed those without such holdings in recent years. |
Financial Advisor
August 2010
James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
Real Estate Portfolio
May/Jun 2001
Warren E. Spieker |
REITs Continue to Shine in 2001 Despite the overall equity market's troubles, REITs continue to buck the trend, posting slight gains through March 31... |
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. |
Financial Planning
November 1, 2006
Marshall Eckblad |
On the Job Vincent Duhamel, the managing director of asset management at Goldman Sachs in New York, has been elected... Emerging Information Systems in Winnipeg, Manitoba, has named Keith Washington general manager... etc. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
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 Advisor
February 2005 |
Advisor Emporium Securities America Offers New Portfolio Management Service... Principal Financial Adds Options to Health Savings Account (HSA) Plan... Pareto Systems Offers Customized CRM Platform... etc. |
Financial Planning
December 1, 2008
Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? |
Financial Advisor
April 2009 |
Advisor Emporium Products of interest to advisors: AdviceAmerica launches ClientVision Web-based client relationship management tool... Genworth Financial Investment Services is launches fee-based, money management platform, Managed Wealth ADVANTAGE... etc. |
Investment Advisor
July 2009
James J. Green |
Danger & Opportunity: Taking the Really Long View A conversation with Robert Manning, CEO of MFS Investment Management. |
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? |
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. |
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. |
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright |
A Defined Benefit Pension Plans Reap the Benefits of REITs... REITs Shine in Research Studies... Benefits of REIT Investing... True Diversification... etc. |
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. |
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. |
The Motley Fool
August 19, 2009
John Rosevear |
The Boring Old Trick That Makes You Money "Diversification" may make your eyes glaze over, but it's a proven winner. |
On Wall Street
May 1, 2010
Gerald Buetow |
In Defense Of Modern Portfolio Theory As stock markets plunged worldwide and investment portfolios took it on the chin, revisionists sought to expound on what they deemed were the inherent flaws of the deeply entrenched MPT. In short, the theory became the scapegoat for the failure of diversification. |
Investment Advisor
January 2010
James Damschroder |
Delivering Diversification An approach that parses diversification from the rubric of risk gives advisors a new element of control. |
Investment Advisor
February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
Registered Rep.
December 23, 2011
Diana Britton |
Not Going Tactical Could Pose Real Business Risks, Advisors Fear Following the twin market implosions of the past decade -- first tech, then real estate -- many retail financial advisors are looking for more tactical, meaning active, asset allocation solutions for client portfolios. |
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. |
