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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.  |
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 September 2005 Joel Bruckenstein |
Financial Planning Software--An Update Developments provide new opportunities for advisors: NaviPlan... MoneyGuidePro... Financial Profiles... etc.  |
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 September 2012 Joel P. Bruckenstein |
Easy As Pie MoneyGuide Pro: G3 Sets a new standard of excellence for financial planning software.  |
Financial Advisor June 2010 Joel P. Bruckenstein |
Catching Up The maker of Finance Logix, a financial planning application, has been consistently improving it.  |
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 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.  |
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 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 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 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 May 2010 Joel P. Bruckenstein |
Getting Risk Right More retirement planning programs now consider "fat tails."  |
Financial Advisor August 2009 Bruce W. Fraser |
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny.  |
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 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 Advisor October 2009 Joel P. Bruckenstein |
Doing The Math Technology tools can help make Roth conversions easier.  |
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.  |
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.  |
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 May 2012 Joel P. Bruckenstein |
Optimizing Social Security When is the best time to start taking benefits? New software helps answer that question.  |
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 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.  |
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 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 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 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.  |
Investment Advisor February 2009 Angela Herbers |
Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.  |
Financial Advisor May 2005 Joel P. Bruckenstein |
Is ESPlannerPlus Better? ESPlanner offers a different approach to financial planning.  |
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?  |
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.  |
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 October 2, 2007 Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients.  |
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...  |
BusinessWeek July 2, 2008 Ellen Hoffman |
Retirement Words You Need to Know Before you make retirement decisions, make sure you understand the lingo.  |
Financial Advisor September 2009 Joel P. Bruckenstein |
What Are The Odds? A look at whether Monte Carlo simulations help or hinder the planning process.  |
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.  |
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. 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 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 2011 Joel P. Bruckenstein |
Income Discovery Fiducioso Advisors helps build better retirement income plans.  |
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.  |
Registered Rep. January 1, 2009 Brent E. Bentrim |
Letters Two articles espousing the merits of Monte Carlo Simulations (MCS) were alarming.  |
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 July 2004 Joel P. Bruckenstein |
A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction.  |
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.  |
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.  |
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.  |
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 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.  |