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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.  |
Financial Advisor August 2009 Bruce W. Fraser |
Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny.  |
Registered Rep. January 1, 2009 Brent E. Bentrim |
Letters Two articles espousing the merits of Monte Carlo Simulations (MCS) were alarming.  |
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.  |
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 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 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?  |
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.  |
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 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 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.  |
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.  |
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.  |
Financial Advisor October 2012 Roy Diliberto |
Cash Flow In Retirement Clients take a different view than advisors.  |
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.  |
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.  |
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 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.  |
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.  |
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 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.  |
Financial Advisor May 2010 Alan Lavine |
Watch Your Investment Tail Advisors are using options to insure portfolios against "once in a lifetime" losses.  |
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.  |
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.  |
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 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.  |
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.  |
Investment Advisor February 2009 Angela Herbers |
Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial 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.  |
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. 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.  |
Investment Advisor January 2010 Melanie Waddell |
Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.  |
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.  |
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.  |
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 October 2011 Roy Diliberto |
Rules Of Dumb Some advisors use rules that dumb down our profession.  |
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.  |
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.  |
Investment Advisor September 2007 |
Bloomsday Here's why Mike Patton's newfound independent financial advisory practice is showing definite signs of life.  |
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.  |
BusinessWeek July 2, 2008 Ellen Hoffman |
Retirement Words You Need to Know Before you make retirement decisions, make sure you understand the lingo.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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?  |