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Financial Advisor
June 2005 |
Advisor Emporium National Financial To Introduce Managed Account Platform... 401(k) Provider Gives Advisors New Way To Serve Clients... Invesmart Announces Program For RIAs... New Software Version Released... etc.   |
Investment Advisor
November 2005
Melanie Waddell |
Take Your Pick Retirement plan providers are tempting advisors with numerous products and services. |
Financial Advisor
October 2, 2009 |
Advisor Emporium Products of interest to advisors: LPL Launches retirement plan program... MassMutual captures retirement sales... Morristown Financial Group is launching Advisor AdvantEDGE... SAM adds sustainable investments... EPH China fund is created... more... |
Financial Planning
November 1, 2005 |
New Products Alternatives: Russel Investment Group has launched its Managed Account Strategies platform... Insurance: Jefferson National has launched Monument Advisor... Mutual Funds: Fidelity Investments has launched the Strategic Real Return Fund... etc. |
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 Advisor
December 2005
Raymond Fazzi |
Into The Black Hole Of 401(k) Consulting Advisors find that the need on the part of both sponsors and participants for professional and unbiased advice regarding 401(k) asset allocation and management is great. |
Financial Advisor
December 2003
Jeff Schlegel |
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. |
Financial Advisor
October 2007
Marla Brill |
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. |
Financial Advisor
November 2010
Alan Lavine |
New Opportunities With 401(k)s Participants are making asset allocation mistakes, even though most plans offer a good selection of investment options. |
Financial Planning
April 1, 2012
Donna Mitchell |
The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates. |
Financial Planning
September 1, 2006
David Liebrock |
Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market. |
Financial Advisor
June 2007
Sydney LeBlanc |
Are SMAs Appetizing For 401(k) plans? Essentially "do it yourself" plans, more 401(k) participants than ever before are asking for professional investment advice and a larger number of these individuals are educating themselves about their investment choices, including separately managed accounts. |
The Motley Fool
December 22, 2006
Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. |
Financial Planning
October 1, 2006
Marshall Eckblad |
New Products Alternatives: Morningstar has launched 529 Suitability Manager... Insurance: AIG American General has introduced Elite Global IUL, and indexed universal life policy... etc. |
CFO
May 1, 2004
Roy Harris |
Raiding the Returns Hidden costs and high fees eat into 401(k) plan benefits. |
CFO
December 1, 2009
Randy Myers |
A Question of Balance The much-maligned 401(k) plan is being beefed up. So are the penalties for failing to manage it well. |
Financial Advisor
March 2006 |
Advisor Emporium New Mutual Fund Family Launched... TimerTrac.com Offering... Online Banking Services... 401k Provider Targets Small Businesses... New Fund Of Funds Offered... |
Investment Advisor
November 2006
Kara Stapleton |
Dow Jones Combines CRM and News In the race to develop a service for financial advisors that combines content and client communications, Dow Jones is the latest to market with the launch of Dow Jones Wealth Manager Web Services. |
Financial Advisor
November 2012 |
Advisor Emporium Taylor Xplor Managed Futures Strategy Fund... J.P. Morgan Introduces Re-enrollment Analyzer Tool... MFS launches Equity Income Fund... |
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. |
Financial Advisor
April 2006 |
Advisor Emporium AIG Valic Offers Roth 401(k)s... Group Started For Top Advisors... Vanguard Plans New Small-Cap Fund... Allianz Releases Two LTC Products... Brinker Capital Launches UMA... Penn Mutual Upgrades Whole Life... |
Financial Advisor
March 2012
Juliette Fairley |
More 401(k) Avenues Demand is increasing for advisors who can help companies with their retirement plans. |
Real Estate Portfolio
Nov/Dec 2003
Art Gering |
Undefined Contributions Although a large number of companies invest in real estate in their defined benefit plans, many deny their employees the same advantages in their 401(k) plans. |
Financial Planning
September 1, 2013
Ilana Polyak |
For Advisors, a Big 401(k) Opportunity As regulatory scrutiny of plans increases, advisors are in the sweet spot to capture new business. |
Investment Advisor
October 2007
Kara P. Stapleton |
News & Products, October 2007 FINRA fines AXA Advisors for "failing to adequately supervise its fee-based brokerage business"... AIG announces organizational changes... Commonwealth Financial Network provides advisors with Estate Planning Blueprint... etc. |
Real Estate Portfolio
May/Jun 2001
Jack McAllister |
On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks... |
Financial Advisor
December 2010 |
Advisor Emporium News: Mutual Of Omaha Provides Coaching... Estate Planning Sites For Advisors... USAA Expands Mutual Funds... MFS Expands Target-Date Funds... Vanguard Creates Real Estate Fund... |
Financial Advisor
May 2004 |
Dow Jones Launches Wealth Manager Product Dow Jones Wealth Manager enables advisors to build deeper relationships with clients and prospects through communication and assists firms in increasing total assets under management, the company says. |
Insurance & Technology
August 12, 2005
Anthony O'Donnell |
Good Advice AdviceAmerica has integrated its AdvisorVision Web-based planning application with Albridge Solutions' Wealth Reporting System. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Registered Rep.
December 6, 2011
Charles Paikert |
Banner Year for Account Aggregation, but Pricing Questions Remain Driven by client demand, technology advances and increasing advisor interest, 2011 has been a banner year for account aggregation, but wealth managers are divided on how to price the service. |
Investment Advisor
January 2009
Kara P. Stapleton |
Retirement Planning News & Products A recent study finds that the average 401(k) plan balance has dropped 14% in 2008... Does the state where you live affect the likelihood that you will be a participant in a retirement plan?... JPMorgan Funds launches Target Date Navigator... |
On Wall Street
October 1, 2009
E. Thomas Foster Jr. |
Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans. |
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
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
December 1, 2012
Joseph Lisanti |
Index Merger: New Landscape of S&P/Dow Jones to Affect Advisors The S&P/Dow Jones merger pits the indexing giant against a changing marketplace. Here are a few ways advisors could be affected. |
Wall Street & Technology
August 15, 2007
Melanie Rodier |
Albridge Releases Updated Wealth Management Solution Albridge Solutions expanded its Wealth Reporting portfolio accounting and performance reporting solution, which enables financial institutions and advisers to deliver a single view of all of their clients' assets. |
Financial Advisor
May 2011 |
Advisor Emporium Curian launches research portfolio... Investors Capital creates VIP desk... USAA expands mutual fund access... |
The Motley Fool
September 9, 2011
Morgan Housel |
Investing Isn't for Wusses Dealing with volatility. A recent MFS survey found 40% of people between age 18 and 30 agreed with the statement, "I will never feel comfortable investing in the stock market." |
Wall Street & Technology
February 15, 2007
Cory Levine |
Dow Jones Launches Wealth Manager Web Site The Content Technology Solutions division of Dow Jones has launched a Wealth Manager Web site that aggregates news feeds and presents wealth managers with reasons for making contact with clients. |
Investment Advisor
April 2006
Andrew Gluck |
Your Best Partners More and more, financial advisors are using technology tools to offer additional services and become more efficient. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
The Motley Fool
February 13, 2007
Selena Maranjian |
Who's in "The Dow"? The Dow is an average based on the stock prices of 30 companies. |
On Wall Street
August 1, 2012
E. Thomas Foster Jr. |
Reviewing Retirement Plans Can Reduce Risk In the retirement plans marketplace financial advisors can provide tremendous value for business owners by reviewing the inner workings of 401(k)s and other defined contribution retirement plans for potential risks and overall effectiveness. |
The Motley Fool
October 15, 2010
Andrew Bond |
Dow Back Over 11,000! Who Cares? The Dow Jones industrial average does not give a good read on the overall economy. |
Registered Rep.
November 4, 2010
Diana Britton |
More Proof that Retail Investors Buy High and Sell Low Still reeling from the "lost decade," retail investors are sitting on the sidelines, keeping their investments in cash and bonds, according to a study by MFS Investment Management. |
Information Today
December 31, 2007 |
Dow Jones Combines Business Units Into Single Consulting Service Dow Jones Client Solutions combines the technology, content, and expertise of three former business units into one consulting-services practice. |
Information Today
April 24, 2008
Marydee Ojala |
Dow Jones Buys Generate Combining Generate's patented technology with the rich content within Dow Jones Enterprise Media Group should significantly improve the ability of Dow Jones to deliver pertinent, authoritative information to its main B2B customer base. |
The Motley Fool
April 1, 2004
Bill Mann |
The Dow Makes Some Changes Replacing three firms worth $40 billion with three worth half a trillion makes sense. |
Financial Planning
November 1, 2008
Jeanne Lee & Marion Asnes |
Markets Under Siege Now that familiar Wall Street landmarks are gone, advisors are trying to determine what the new, brutal market environment will mean for their businesses, what may happen next and how it might affect their client relationships. |
