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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 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 December 1, 2005 Joel P. Bruckenstein	The Software You Need Now Trends sweeping the financial planning industry are driving new technology solutions in the year ahead. NaviPlan... Financial Profiles... Morningstar... Engagement Systems... BridgePortfolio...
Financial Advisor September 2005 Joel Bruckenstein	Financial Planning Software--An Update Developments provide new opportunities for advisors: NaviPlan... MoneyGuidePro... Financial Profiles... etc.
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 October 1, 2005 Kathy Gevlin	White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years.
Financial Planning May 1, 2006 Chris Blunt	Happy Endings? The new retirement story seems fraught with peril. Here's how financial planners can reassure clients -- and bring more of their assets under management.
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.
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 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 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 September 2012 Joel P. Bruckenstein	Easy As Pie MoneyGuide Pro: G3 Sets a new standard of excellence for financial planning software.
Wall Street & Technology November 18, 2005	Impact's Retirement Road Map Impact Technologies Group launched its Retirement Road Map sales system, which assists financial advisers in retirement planning for baby boomers.
BusinessWeek July 2, 2008 Ellen Hoffman	Retirement Words You Need to Know Before you make retirement decisions, make sure you understand the lingo.
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.
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 November 2006 Lauren Barack	Plug 'N Play Financial planning software firms are streamlining their programs -- even down to those client graphs and charts.
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.
Investment Advisor May 2006 Chris Blunt	Retirement Planning: Behind the Numbers Consolidating retirement assets is just one of the services you can provide to build both client relationships and your business. To add more value, make the most of your relationships with clients by providing legacy and estate planning as well as financial organization.
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 August 1, 2007 Len Reinhart	Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years.
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 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 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.
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 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 Planning September 1, 2008 Joseph A. Tomlinson	Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets?
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.
Financial Planning October 1, 2005 Len Reinhart	Five for the Future Because of the enormous changes in the size and longevity of the retirement population, we will need a new paradigm if we are to serve our clients well. Financial advisers who address these needs will be the ones who survive and thrive.
Wall Street & Technology March 22, 2005 Maria Santos	Baby Boomers Provide Retirement Planning Advice For Themselves A recent survey by Chicago-based financial services firm Northern Trust reveals that, while baby boomers are planning for retirement, many are doing the planning without the assistance of professional advisers.
Investment Advisor May 2008 Kara P. Stapleton	Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track.
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.
Insurance & Technology January 5, 2007 Anthony O'Donnell	Online Transformation A new Web site offers John Hancock Annuities clients and advisers portfolio administration Web tools and easier access to information.
Financial Planning August 1, 2006 Elizabeth O'Brien	White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers.
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 February 1, 2005 Len Reinhart	Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios.
Financial Planning June 1, 2005 Len Reinhart	Later-Life Planning As clients live longer, they will have different needs at different stages of their retirement.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
Knowledge@Wharton August 27, 2003	How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply.
Financial Advisor October 2009 Joel P. Bruckenstein	Doing The Math Technology tools can help make Roth conversions easier.
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.
CFO June 1, 2006 Scott Leibs	This Time It's Personal While C-level executives tend to be high-net-worth individuals, and would thus seem to face rosy retirements, they aren't immune to a common misperception: that their nest eggs are larger than in fact they are.
Financial Advisor July 2010 Joel P. Bruckenstein	Best Of Both Worlds? From simple needs-assessment tools to the comprehensive and detail-oriented NaviPlan Extended software package, EISI's financial planning products cover the gamut of advisors' needs.
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.
Financial Planning November 1, 2009 Brian Gaffney	Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Financial Planning February 1, 2006 John Nersesian	Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters.
Financial Advisor July 2006 Joel P. Bruckenstein	Noteworthy Notebook The program PFP Notebook can be a good planning solution for new and low-volume financial planning practices.
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 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.