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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
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
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
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 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
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
November 2007
Joel Bruckenstein |
A Breath Of Fresh Air Financial advisors, the new version of NaviPlan is clean, intuitive and much more responsive. |
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. |
Financial Advisor
May 2012
Joel P. Bruckenstein |
Optimizing Social Security When is the best time to start taking benefits? New software helps answer that question. |
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. |
Financial Advisor
September 2005
Joel Bruckenstein |
Financial Planning Software--An Update Developments provide new opportunities for advisors: NaviPlan... MoneyGuidePro... Financial Profiles... etc. |
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 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
July 2006
Melanie Waddell |
Retirement Planning: Keying Into Income Needs Two of the top providers of financial planning software -- Morningstar and EISI -- are heeding advisors' calls for help in crafting retirement distribution strategies. |
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 Planning
May 1, 2011
Andrew Rudd |
First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given time. |
Financial Advisor
June 2010
Joel P. Bruckenstein |
Catching Up The maker of Finance Logix, a financial planning application, has been consistently improving it. |
Financial Advisor
October 2005
Joel Bruckenstein |
No-Cost Retirement Planning Software A look at software: Oppenheimer-Funds Retirement Income Manager... An update on Skill Weighted Portfolio... |
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
May 2010
Joel P. Bruckenstein |
Getting Risk Right More retirement planning programs now consider "fat tails." |
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. |
The Motley Fool
May 12, 2005
Glen Kenney |
Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner. |
Investment Advisor
September 2005
Greg Salsbury |
Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last. |
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. |
Financial Advisor
September 2010
Andrew Gluck |
Broken Plans Financial advisors urgently need improved tools for coping with the economic mess we're in. What's to be done? |
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
February 2011
Somnath Basu |
Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks." |
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
July 2008
Tracey Longo |
Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions. |
Financial Advisor
August 2009
Bruce W. Fraser |
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny. |
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
Donald Jay Korn |
The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers. |
Financial Planning
June 1, 2010
Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions. |
Financial Advisor
October 2012
Joel P. Bruckenstein |
A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper. |
The Motley Fool
March 9, 2010
Robert Brokamp |
Are You Saving Enough for Retirement? Your goals are unique, so the way you reach those goals should be, too. |
On Wall Street
January 1, 2010
Matthew Leung |
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged. |
Investment Advisor
March 2009
Melanie Waddell |
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. |
Registered Rep.
November 1, 2002
Pamela J. Black |
How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business. |
The Motley Fool
May 7, 2008
Julie Clarenbach |
Roundtable: Is Your Retirement in Trouble? Rising health-care and food costs and a slowing economy have hit many Americans in their debit cards -- and their retirement plans. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
Registered Rep.
June 1, 2012
Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |
Registered Rep.
November 1, 2005
Todd K. Ballenger |
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan. |
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 Planning
June 1, 2007
Len Reinhart |
Rethinking Leverage Does leverage belong in a retirement portfolio? The answer may surprise you. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Investment Advisor
March 2007
Melanie Waddell |
Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients. |
Registered Rep.
October 1, 2006
Kristen French |
It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time. |
Financial Planning
October 1, 2008
Richard K. Fullmer |
Reducing Retirement Risk How should retirees configure their portfolios for the long term, while not exposing themselves to inappropriate risk? |
Financial Planning
February 1, 2007
Sherrill St. Germain |
Your Client's New Career Rather than retire, more and more clients want to downshift into more satisfying, if less lucrative, jobs. Those planners who are willing to rethink some long-held assumptions will be well positioned to counsel these clients through this challenging but rewarding journey. |
