Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

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.
Registered Rep. August 12, 2011 Diana Britton	Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future.
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.
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.
On Wall Street December 1, 2008 William Harding	Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.
Financial Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
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.
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 June 2006 Tracey Longo	Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs.
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.
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.
Investment Advisor January 2006 Melanie Waddell	Retirement Plan Advisor: The Income Conundrum To address retirees' income issue head on, financial services executives have joined up to launch a new trade group, the Retirement Income Industry Association (RIIA).
Financial Advisor August 2008 Jef Schlegel	The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans?
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.
The Motley Fool December 12, 2005 Rick Aristotle Munarriz	Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note.
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.
Investment Advisor December 2006	News & Products Morningstar has introduced Morningstar Retirement Income Strategist... JPMorgan Retirement Services said that it planned to acquire Chicago-based CCA Strategies LLC... etc.
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
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.
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.
Investment Advisor December 2005 Kathleen M. McBride	Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest?
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
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 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.
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.
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.
Financial Advisor October 2007 William Glasgall	The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
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.
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 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.
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. August 1, 2006 Kristen French	The Way We'll Be While it's clear how the financial services industry got here, it's not so easy to predict where we're going. Here's a look at three major forces that will likely shape the industry over the next five to 20 years: The Age of Retirement... The Margin Squeeze... RIA Revolution...
Financial Planning April 1, 2007 David J. Drucker	Doing Decumulation Isn't "decumulation planning" the same retirement income planning process independent advisors have engaged in for decades?
Investment Advisor February 2009 Kara P. Stapleton	Retirement News & Products Recent research by the Investment Company Institute found that despite a 40% drop in the U.S. stock markets, the vast majority of U.S. workers who invest for retirement via 401(k) plans are staying the course.
Financial Planning February 1, 2007 David Macchia	Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement 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.
Financial Advisor April 2005 Tracey Longo	How Boomers Will Change Your Firm What will your financial advisory firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now.
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 March 2011 Bruce W. Fraser	Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how.
Financial Advisor July 2008 Alan Lavine	On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again.
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.
Financial Planning May 1, 2010 Donald Jay Korn	Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time.
Financial Advisor May 2007 Eric Rasmussen	What's New At The Custodian Custodians are continuing to offer new services for fee-only planners in their efforts to woo RIAs.
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.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
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 July 2008 David J. Drucker	Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged.