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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
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
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 2006
Mike Patton
Risk Manager A view from the trenches on the benefits and drawbacks of the financial planning profession's Monte Carlo simulation. When the software is used properly, the client wins, the practitioner wins, and the financial services industry wins. mark for My Articles similar articles
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. 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 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
Financial Planning
August 1, 2005
John Nersesian
The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting. 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 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
March 2012
James Picerno
Building A Better Sharpe Ratio The reward-to-variability ratio (as it was originally labeled) remains a hardy perennial for evaluating money managers and investment strategies. 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
The Motley Fool
June 21, 2004
Charly Travers
Biotech's Full Monte When it comes to valuing biotech companies, the Monte Carlo simulation lets investors leave the guesswork behind and the random sampling to a computer. mark for My Articles similar articles
Financial Advisor
October 2012
Roy Diliberto
Cash Flow In Retirement Clients take a different view than advisors. mark for My Articles similar articles
Investment Advisor
October 2007
Mike Patton
Simulation Wizardry The myriad of off-the-shelf financial planning programs contain many limitations. Through the use of Crystal Ball software, the frontier has been expanded significantly. 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
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 Planning
February 1, 2006
John Nersesian
Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters. mark for My Articles similar articles
Investment Advisor
May 2010
Mike Patton
Carpet Balming Linear projections set the stage for more advanced forms of projecting the future, and a new way for independent advisors to become risk managers. 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
September 2006
Cohen & Overgard
Asset Allocation And Investor Goals What investors and financial advisors should know about portfolio construction from the first decade of hedge funds. mark for My Articles similar articles
Financial Advisor
May 2010
Alan Lavine
Watch Your Investment Tail Advisors are using options to insure portfolios against "once in a lifetime" losses. 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
Wall Street & Technology
February 27, 2005
Maria Santos
Making Monte Carlo Work The National Association of Securities Dealers (NASD) has lifted the ban on Monte Carlo simulation tools. 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
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
Financial Planning
October 1, 2010
Christopher Shayne
How Many Bonds? The reality is that corporate bonds occasionally default. Advisors need to manage client expectations and, more important, construct portfolios that minimize the impact of defaults. 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 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
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
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. mark for My Articles similar articles
Investment Advisor
January 2010
Melanie Waddell
Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income. 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
Financial Planning
April 1, 2010
Bob Veres
Deja Vu All Over Again Down times are a great time to build a practice -- a time when professional financial advice can make a real, substantive difference in peoples' lives. 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
October 2011
Roy Diliberto
Rules Of Dumb Some advisors use rules that dumb down our profession. 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
The Motley Fool
May 12, 2005
Glen Kenney
Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner. mark for My Articles similar articles
Investment Advisor
September 2007
Bloomsday Here's why Mike Patton's newfound independent financial advisory practice is showing definite signs of life. mark for My Articles similar articles
BusinessWeek
July 2, 2008
Mara Der Hovanesian
Will You Outlive Your Money? It's not all about how much you put away while you're working; it's also about how much you spend once you retire. 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
Investment Advisor
March 2009
Melanie Waddell
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. mark for My Articles similar articles
Financial Planning
April 1, 2005
Donald Jay Korn
The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers. mark for My Articles similar articles
Financial Planning
February 1, 2010
Ilana Polyak
You Should Live So Long Offered only since 2005, longevity insurance can protect against living a very, very long time by providing income at the tail end of retirement. mark for My Articles similar articles
The Motley Fool
November 9, 2006
Matt Koppenheffer
Beware of the 5-Sigma Don't let the big price swings sway you from your investments. 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
CIO
July 1, 2003
Scott Berinato
Playing with Fire IT is late to embrace risk analysis, but without it, project portfolio management is nothing more than a fad. 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
Registered Rep.
July 2, 2010
Jerry Gleeson
Will Your Clients' Money Last Through Retirement? Researchers Find Answers In Genes It's the unanswerable question every investor eyeing retirement, and his financial advisor, seek an answer to -- How many years do I have to live? mark for My Articles similar articles