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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
October 2005
Joel Bruckenstein |
No-Cost Retirement Planning Software A look at software: Oppenheimer-Funds Retirement Income Manager... An update on Skill Weighted Portfolio... |
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 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. |
Financial Advisor
September 2012
Joel P. Bruckenstein |
Easy As Pie MoneyGuide Pro: G3 Sets a new standard of excellence for financial planning software. |
Financial Advisor
November 2008
Joel Bruckenstein |
Work In Progress A review of Sharelogix, the online financial planning suite from FinanceLogix, a division of OLTIS Software. |
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. |
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
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. |
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. |
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 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
September 2005
Joel Bruckenstein |
Financial Planning Software--An Update Developments provide new opportunities for advisors: NaviPlan... MoneyGuidePro... Financial Profiles... 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
November 2007
Joel Bruckenstein |
A Breath Of Fresh Air Financial advisors, the new version of NaviPlan is clean, intuitive and much more responsive. |
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. |
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 Advisor
June 2010
Joel P. Bruckenstein |
Catching Up The maker of Finance Logix, a financial planning application, has been consistently improving it. |
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
August 1, 2006
Joel Bruckenstein |
An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market. |
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. |
Financial Advisor
January 2012
Joel P. Bruckenstein |
Fast, Easy Game GoalgamiPro is a household balance sheet diagnostic tool that is being offered directly to independent advisors for the first time. A similar version has been available to advisor clients of select financial institutions for about a year. |
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 Advisor
August 2009
Bruce W. Fraser |
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Financial Advisor
July 2004
Joel P. Bruckenstein |
A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction. |
Financial Advisor
February 2011
Somnath Basu |
Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks." |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
Financial Advisor
May 2005
Joel P. Bruckenstein |
Is ESPlannerPlus Better? ESPlanner offers a different approach to financial planning. |
Financial Advisor
August 2012
Joel P. Bruckenstein |
Big Retirement Threat RetireMark helps advisors estimate client health costs. Aside from another market crash, health-care costs are perhaps the greatest threat to a secure retirement. |
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
July 2008
Tracey Longo |
Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions. |
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 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. |
Financial Advisor
May 2010
Joel P. Bruckenstein |
Getting Risk Right More retirement planning programs now consider "fat tails." |
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
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. |
The Motley Fool
June 10, 2010
Scott Holsopple |
The $5.5 Billion Mistake Are you throwing your retirement money out the window? |
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. |
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 Advisor
October 2005
Gregory Bresiger |
Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio. |
Financial Planning
May 1, 2011
Andrew Rudd |
First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given 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. |
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. |
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. |
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 Planning
October 1, 2006
Suzanne McGee |
Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt? |
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 Planning
November 1, 2008
Gregory P. Brown |
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs. |
Registered Rep.
December 4, 2012
Gallant & Schneider |
Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal. |
