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Financial Advisor
May 2010
Joel P. Bruckenstein |
Getting Risk Right More retirement planning programs now consider "fat tails."   |
Wall Street & Technology
February 27, 2005
Maria Santos |
Making Monte Carlo Work The National Association of Securities Dealers (NASD) has lifted the ban on Monte Carlo simulation tools. |
Financial Advisor
August 2009
Bruce W. Fraser |
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny. |
Registered Rep.
January 1, 2009
Brent E. Bentrim |
Letters Two articles espousing the merits of Monte Carlo Simulations (MCS) were alarming. |
Financial Planning
August 1, 2005
John Nersesian |
The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting. |
Wall Street & Technology
January 9, 2006 |
IPlan Adds Monte Carlo Sims Ibbotson Associates has added Monte Carlo simulations to version 2.0 of iPlan, its Web-based investment planning software. |
Investment Advisor
September 2006
Mike Patton |
Risk Manager A view from the trenches on the benefits and drawbacks of the financial planning profession's Monte Carlo simulation. When the software is used properly, the client wins, the practitioner wins, and the financial services industry wins. |
The Motley Fool
June 21, 2004
Charly Travers |
Biotech's Full Monte When it comes to valuing biotech companies, the Monte Carlo simulation lets investors leave the guesswork behind and the random sampling to a computer. |
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. |
Registered Rep.
November 1, 2002
Ross Tucker |
NASD Wants to OK Use of Predictive Tools by Brokers NASD member firms want to revise the association's Rule 2210 to make sure that they, too, can use these tools, including Monte Carlo simulations, to help clients make investment decisions. |
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 Planning
September 1, 2013
Joel Bruckenstein |
Tech Review: Omyen Planning Software Omyen's planning technology offers advisors a variety of modules that provide focused guidance. |
Financial Advisor
October 2008
Roy Diliberto |
The Dynamic Process Of Monitoring Goals It is our job -- no it is our obligation -- as planners to help our clients achieve their goals and dreams. That may involve changing our portfolios and the way we report results. |
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
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. |
Investment Advisor
October 2007
Mike Patton |
Simulation Wizardry The myriad of off-the-shelf financial planning programs contain many limitations. Through the use of Crystal Ball software, the frontier has been expanded significantly. |
CIO
July 1, 2003
Scott Berinato |
Playing with Fire IT is late to embrace risk analysis, but without it, project portfolio management is nothing more than a fad. |
Financial Advisor
December 2007
David J. Drucker |
Living The Same, Longer If traditional planning software focuses on the sufficiency of a client's assets, Dr. Laurence Kotlikoff's E$Planner focuses on the sustainability of the client's living standard and on his optimal life insurance coverage. |
Science News
September 27, 2003
Ivars Peterson |
The Bias of Random-Number Generators Researchers in Germany have provided some mathematical insight into why many random-number generators give wrong results in so-called cluster Monte Carlo simulations and related computational experiments. |
Financial Advisor
October 2011
Roy Diliberto |
Rules Of Dumb Some advisors use rules that dumb down our profession. |
Financial Advisor
May 2005
Tracey Longo |
Sticking To His Plan How veteran financial planner Lynn Hopewell built a business that's allowed him to retire in style. |
Investment Advisor
December 2006
Melanie Waddell |
More Than Just Account Aggregation Any advisor who's worth his salt knows that to adequately assess whether a client is on target to retire comfortably, he must have a handle on all of a client's assets. |
CFO
March 1, 2012
Vincent Ryan |
Slippery Slope Assessing the volatility of oil prices, and developing a strategy to cope with them, stymie many finance departments. |
Wall Street & Technology
May 25, 2005
Maria Santos |
Innovative Technologies & Services Monte Carlo Hits Top Speed... Customized Reporting Made Easy... Teaming Up for Data Auditing... |
CIO
January 1, 2003
Michael Schrage |
When Good People Make Bad Decisions New economic research affirms what most executives suspect: Even when given good data, people make bad decisions. We misunderstand, misinterpret and mismanage important problems. There are technologies emerging now to help us fix those bugs. |
Registered Rep.
July 2, 2010
Jerry Gleeson |
Will Your Clients' Money Last Through Retirement? Researchers Find Answers In Genes It's the unanswerable question every investor eyeing retirement, and his financial advisor, seek an answer to -- How many years do I have to live? |
Investment Advisor
May 2010
Mike Patton |
Carpet Balming Linear projections set the stage for more advanced forms of projecting the future, and a new way for independent advisors to become risk managers. |
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
November 2010
Eric Rasmussen |
Sharpe On Post Retirement The Nobel laureate spoke to NAPFA members about what it means to get 4% a year. |
Financial Advisor
September 2006
Cohen & Overgard |
Asset Allocation And Investor Goals What investors and financial advisors should know about portfolio construction from the first decade of hedge funds. |
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 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 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. |
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. |
Investment Advisor
August 2005
Andrew Gluck |
The Gluck Report, Part II: Planning Software Test Drives For financial advisors, plans are now easier to create thanks to a few new software products and over the next couple of years, a number of "instant plan" software packages are likely to be rolled out by broker/dealers and embraced by reps because they're not just simple but also help sell products. |
Bank Systems & Technology
February 11, 2004
Ivan Schneider |
Rock-a-bye-Baby Boom You don't have to be young to seek sound advice, especially in financial planning. The great demographic surge is almost upon us. And members of the baby-boom generation, from the wealthy to the fabulously wealthy to the merely well-off, all need good financial advice. |
Financial Planning
September 1, 2009
Carl Richards |
What We Learned from the Market Collapse Finance experts and other observers offer their take on the market crisis. |
Financial Advisor
January 2007
Tere D'Amato |
Faux Financial Planning If you aren't indispensable to clients, in the end a life insurance agent may fill the void. As a financial advisor, you should resolve to do all you can in 2007 to ensure that your clients understand the pivotal role you play in their financial life. |
Financial Advisor
May 2010
Alan Lavine |
Watch Your Investment Tail Advisors are using options to insure portfolios against "once in a lifetime" losses. |
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. |
IEEE Spectrum
November 2008
Samuel K. Moore |
PlayStation 3 Processor Speeds Financial-Risk Calculation Georgia Tech's parallel processing code for PlayStation 3's Cell processor makes mountains of random numbers to improve Value-at-Risk and other important algorithms |
Financial Advisor
March 2011
Karen DeMasters |
Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement. |
Inc.
May 1, 2003
Leigh Buchanan |
How to Take Risks in a Time of Anxiety Is there a way to overcome your concerns about risk and make smarter decisions? Actually, there are a lot of them. |
Financial Advisor
February 2010
Roy Diliberto |
Basic Truths These truths for financial life planners form the foundation of their integrity. |
Financial Advisor
May 2005
Joel P. Bruckenstein |
Is ESPlannerPlus Better? ESPlanner offers a different approach to financial planning. |
Financial Advisor
January 2005 |
Frontline News America Views The Economy In Shades Of Red And Blue... Regulators OK Monte Carlo Tools... TD Waterhouse Backs FPA Stand Against SEC Rule... PowerBroker To Offer Free Edition For Planning Students... etc. |
Registered Rep.
December 14, 2011
Jerry Gleeson |
Affluence No Guard Against Retirement Worries, Poll Finds Affluence and peace of mind no longer automatically go hand in hand, a new survey sponsored by Wells Fargo & Co. indicates, and the implications are sobering. |
Financial Advisor
October 2012
Roy Diliberto |
Cash Flow In Retirement Clients take a different view than advisors. |
Financial Advisor
September 2005
Joel Bruckenstein |
Financial Planning Software--An Update Developments provide new opportunities for advisors: NaviPlan... MoneyGuidePro... Financial Profiles... etc. |
Investment Advisor
September 2009
Mike Patton |
Way Up The author describes the eight-step process he uses in managing money for his clients. It's worked out pretty well in a difficult environment. |
