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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?  |
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. 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 December 2003 Jeff Schlegel |
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) 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.  |
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.  |
CFO May 1, 2003 Roy Harris |
Security Blanket Management options for 401(k) investments protect both participants and sponsors.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
The Motley Fool December 12, 2005 Rick Aristotle Munarriz |
Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note.  |
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.  |
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 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.  |
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  |
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.  |
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.  |
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...  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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...  |
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.  |
Financial Advisor September 2010 Evan Simonoff |
Ibbotson Finds Liquidity Rules The pioneering academic uncovers some remarkable trends regarding illiquid equities.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |