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Registered Rep.
July 1, 2005
Stan Luxenberg
New Rivals Are investment research firms, such as Morningstar and Ibbotson Associates, now rivals to registered reps? mark for My Articles 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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2003
Jeff Schlegel
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. mark for My Articles similar articles
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. mark for My Articles similar articles
Wall Street & Technology
November 29, 2004
Maria Santos
The Perfect Partner Technology strategies play a key role in the selection of independent investment advice providers for 401(k) managed-accounts programs. mark for My Articles similar articles
CFO
May 1, 2003
Roy Harris
Security Blanket Management options for 401(k) investments protect both participants and sponsors. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2006
Frontline News Independent Threat To Wirehouses Mushrooms... Seven Million Americans Working After Retirement... Retirement Income Association Is Formed... Most Americans Don't Know Investment Basics, Study Finds... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Kristen French
Trolling for 401(k) Treasure Congress is expected to enact new pension legislation that would make it easier for financial advisors to work with participants in company retirement programs. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 2, 2005
401(k) Administration Pain Less can be more when it comes to 401(k) plan options. If you have the opportunity to help your office select a plan provider, it is well worth keeping in mind that having too many mutual fund choices is a cost, not a benefit. mark for My Articles similar articles
The Motley Fool
December 12, 2005
Rick Aristotle Munarriz
Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note. mark for My Articles similar articles
The Motley Fool
July 28, 2007
Elizabeth Brokamp
The Magic Number for Your Retirement The truth about how much you need to save for retirement. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2007
Frontline News Deal Activity Picks Up... St. Louis A Financial Hub?... Assets Getting Stale In Old Accounts... Ibbotson Patents Portfolio Concept Tied To Human Capital... etc. mark for My Articles similar articles
The Motley Fool
March 11, 2004
401(k) Administration Pain The greatest enemies to your long-term savings through a 401(k) plan are excessive fees. Right now, they're circling your retirement funds, nibbling away at your savings mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
Registered Rep.
October 1, 2006
John Churchill
Deciphering the Rules of Retirement Advice Title VI of the the Pension Protection Act, far from being a clear-cut signal for reps to dive into the retirement advice business, does, however, open the door wider to advice giving. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Art Gering
A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio. mark for My Articles similar articles
BusinessWeek
June 7, 2004
Anne Tergesen
Does Your 401(k) Cost Too Much? Fees for your 401(k) retirement plan can take as much as 3% of the account balance each year. Watch out for conflicts of interest. mark for My Articles similar articles
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. mark for My Articles similar articles
Real Estate Portfolio
Jan/Feb 2008
Allen Kenney
The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc. mark for My Articles similar articles
Financial Planning
March 1, 2006
Marshall Eckblad
White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio. mark for My Articles similar articles
The Motley Fool
December 17, 2008
Robert Brokamp
The 401(k) Crisis and What You Can Do About It That thing you're using to save for retirement? Your 401(k)? It's got a lot of problems. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
November 2006
Changes TIAA-CREF announced the election of Forrest Berkley to the CREF Board of Trustees... Morningstar, Inc. announced the appointment of Liz Michaels, Michele Gambera, James Xiong, and Bo Yuan to the senior management and research teams at Ibbotson Associates... etc. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2003
Steve Bergsman
REIT Rookies Why have a number of fund managers, plan sponsors and providers come off the bench to make a play for REITs? mark for My Articles similar articles
Financial Planning
April 1, 2006
Marshall Eckblad
Bookshelf: Build a 401(k) Business Planners looking to grow their small-business clientele will find How to Build a Successful 401(k) and Retirement Plan Advisory Business especially valuable as a step-by-step introduction to the market. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Fast Company
November 2002
Charles Fishman
Your 401(k) Is Making a Statement What's the most powerful symbol of a troubling year in finance? There are many candidates, from disgraced Wall Street analysts to CEOs in handcuffs. But few symbols rival the unopened 401(k) statement -- a quarterly window into the personal wealth of millions of Americans. mark for My Articles similar articles
The Motley Fool
October 29, 2009
Dan Caplinger
This Common Move Will Get You Nowhere Don't give up on your retirement. 46% of all those who left their jobs chose to cash out their 401(k) plan balances, take the money, and run. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 1, 2006
Mary Dalrymple
Frightening Fine Print Have you checked your 401(k) fees? What looks like a small difference could have big consequences. mark for My Articles similar articles
Registered Rep.
February 11, 2011
Diana Britton
Liquidity Is Expensive and Overrated Liquidity may be more of a return predictor than you think, according to Roger Ibbotson, chairman and chief investment officer of Zebra Capital Management. mark for My Articles similar articles
The Motley Fool
December 17, 2008
Dan Caplinger
Should You Ditch Your 401(k)? Usually, unless a plan is really bad, it's worth trying to salvage it -- at least to some extent. In deciding whether to participate and how much to contribute, keep the following four ideas in mind. mark for My Articles similar articles
Financial Planning
April 1, 2005
Donald Jay Korn
2015: What Will It Take To Survive? Four one-on-one interviews answer the most pressing question regarding a successful future in the financial planning business. mark for My Articles similar articles
Real Estate Portfolio
May/Jun 2001
Warren E. Spieker
REITs Continue to Shine in 2001 Despite the overall equity market's troubles, REITs continue to buck the trend, posting slight gains through March 31... mark for My Articles similar articles
Investment Advisor
January 2008
Kathleen M. McBride
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. mark for My Articles similar articles
Financial Advisor
September 2010
Evan Simonoff
Ibbotson Finds Liquidity Rules The pioneering academic uncovers some remarkable trends regarding illiquid equities. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 24, 2009
Dan Caplinger
Start Doing This or You'll Retire Poor The latest data from Vanguard shows what investors are doing right -- and wrong. mark for My Articles similar articles
Financial Planning
January 1, 2006
Marshall Eckblad
REITs' Diversification Benefits Portfolios that included Real Estate Investment Trust (REIT) holdings have outperformed those without such holdings in recent years. mark for My Articles similar articles
The Motley Fool
December 17, 2008
Brian Richards
Save Your 401(k) Before It's Too Late Tips for making the most of your 401(k) retirement savings plan. mark for My Articles similar articles
Investment Advisor
August 2009
Melanie Waddell
Retirement Planning: What's Next For Target Date Funds? The global financial crisis has shown that target date funds have shortcomings. What should become of them? mark for My Articles similar articles
The Motley Fool
February 24, 2011
Dan Caplinger
Make This Move Now and Save Your Retirement 401(k)s are back -- but you have to use them wisely. mark for My Articles similar articles