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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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2005
Joel Bruckenstein
Financial Planning Software--An Update Developments provide new opportunities for advisors: NaviPlan... MoneyGuidePro... Financial Profiles... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2012
Joel P. Bruckenstein
Easy As Pie MoneyGuide Pro: G3 Sets a new standard of excellence for financial planning software. mark for My Articles similar articles
Financial Advisor
June 2010
Joel P. Bruckenstein
Catching Up The maker of Finance Logix, a financial planning application, has been consistently improving it. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2010
Joel P. Bruckenstein
Getting Risk Right More retirement planning programs now consider "fat tails." mark for My Articles similar articles
Financial Advisor
August 2009
Bruce W. Fraser
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2009
Joel P. Bruckenstein
Doing The Math Technology tools can help make Roth conversions easier. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2012
Joel Bruckenstein
Fiserv Has Software to Help the Independent Advisor New software from Fiserv enables an independent advisor to create a detailed case to persuade a wary client. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
February 2009
Angela Herbers
Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans. mark for My Articles similar articles
Financial Advisor
May 2005
Joel P. Bruckenstein
Is ESPlannerPlus Better? ESPlanner offers a different approach to financial planning. mark for My Articles similar articles
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? mark for My Articles similar articles
Investment Advisor
September 2005
Andrew Gluck
The Gluck Report, Part III: Planning Software Test Drives A review of Oltis Software LLC's Finance Logix Visual Advisor: This is a powerful, graphically rich, sales-oriented program that is easy to use and would satisfy the needs of most financial planners. 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
Financial Planning
October 2, 2007
Jack W. Callahan
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. mark for My Articles similar articles
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... mark for My Articles similar articles
BusinessWeek
July 2, 2008
Ellen Hoffman
Retirement Words You Need to Know Before you make retirement decisions, make sure you understand the lingo. mark for My Articles similar articles
Financial Advisor
September 2009
Joel P. Bruckenstein
What Are The Odds? A look at whether Monte Carlo simulations help or hinder the planning process. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2011
Joel P. Bruckenstein
Income Discovery Fiducioso Advisors helps build better retirement income plans. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
January 1, 2009
Brent E. Bentrim
Letters Two articles espousing the merits of Monte Carlo Simulations (MCS) were alarming. mark for My Articles similar articles
Investment Advisor
September 2009
Lewis Schiff
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. mark for My Articles similar articles
Financial Advisor
July 2004
Joel P. Bruckenstein
A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction. mark for My Articles similar articles
Financial Advisor
September 2010
David Lawrence
The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
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. mark for My Articles similar articles