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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 October 2012 Roy Diliberto	Cash Flow In Retirement Clients take a different view than advisors.
Financial Advisor October 2009 Roy Diliberto	The Financial Life Planning Process A step-by-step review of how one financial advisory firm does its job.
Financial Planning September 1, 2013 Allan S. Roth	How to Calculate an Advisor's Value Morningstar has a new way to measure the payoff to clients from working with a good planner. Do you measure up?
Financial Advisor February 2010 Roy Diliberto	Basic Truths These truths for financial life planners form the foundation of their integrity.
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 Advisor April 2007 Roy Diliberto	Safe Withdrawal Rates--The Magic Bullet? Financial advisors should focus on what clients need to support their lifestyles.
Financial Advisor March 2005 Jeff Schlegel	Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates?
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.
Financial Advisor July 2011 Dan Moisand	Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets.
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 May 2012 Alan Lavine	Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?
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 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?
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 October 2006 Mary Rowland	The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning.
Registered Rep. October 7, 2011 Stan Luxenburg	Managing Retirement Account Withdrawals in Volatile Markets Retirees have long struggled with a difficult question: How much can you spend each year without going broke? To answer that question in difficult markets, advisors have developed a variety of flexible strategies.
Financial Advisor November 2008 Ken Ziesenheim	The Probability Of Real, Real Returns Financial advisors should be evaluating clients' investment returns after taxes, expenses, and inflation to get a real picture of what their portfolios have earned.
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. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
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.
Financial Planning May 1, 2012 Bob Veres	Rethinking Distribution Planning Once we see a flood of new thinking about an aspect of planning, it's only a matter of time before we see a major shift in the way the service is provided.
Registered Rep. January 1, 2009 Brent E. Bentrim	Letters Two articles espousing the merits of Monte Carlo Simulations (MCS) were alarming.
Financial Advisor October 2005 David J. Drucker	Baby Boomers--The Next Chapter Financial advisors don't see boomers significantly changing the planning paradigm, nor posing any threat to their income.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Financial Advisor November 2011 Eric Rasmussen	Withdraw, Don't Retreat Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die.
Financial Planning June 1, 2011 Donald B. Trone	Code of Conduct As the SEC engages in the rule-making associated with its proposed uniform fiduciary standard of conduct under the Dodd-Frank Act, it likely will focus its attention on an advisor or broker's duty of loyalty and duty of care.
Investment Advisor May 2006 Bob Clark	Clark at Large: A Planner's Planner Reflections on the passing of esteemed financial planner Lynn Hopewell.
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 December 2007 David J. Drucker	Living The Same, Longer If traditional planning software focuses on the sufficiency of a client's assets, Dr. Laurence Kotlikoff's E$Planner focuses on the sustainability of the client's living standard and on his optimal life insurance coverage.
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.
Financial Advisor September 2010 Carty & Carty	Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.
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.
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.
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 Advisor August 2005 Diliberto & Anthony	Value Propositions That Last A Lifetime Great financial planners don't engage in games of pretense. They connect at the heart. The value proposition that connects with the heart is not easily threatened or broken.
Financial Planning September 1, 2012 Scott Wenger	Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions
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.
On Wall Street September 1, 2008 Parisi & Leung	Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?
Financial Advisor September 2010 David B. Armstrong	Stronger Bonds Conducting liability reviews with clients will strengthen your relationships with them.
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 May 2005 Tracey Longo	Sticking To His Plan How veteran financial planner Lynn Hopewell built a business that's allowed him to retire in style.
Financial Planning February 1, 2005 Abigail La Croix	5 Questions Joseph Spada of Family Wealth Institute offers retreats for the wealthy, a service that tries to balance financial success with other parts of life.
Financial Advisor May 2010 Joel P. Bruckenstein	Getting Risk Right More retirement planning programs now consider "fat tails."
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Financial Planning June 1, 2013	Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.
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 Planning July 1, 2013 Scott Wenger	FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.