Five Steps to a Successful Retirement Income Strategy
Envestnet/PMC’s Henkel says little thought is given to sources of retirement income.
Peng Chen Promoted to Head Morningstar’s Investment Management Operations
Peng Chen, the Ibbotson Associates president, was named Wednesday to the new post of president of the Chicago-based company's Investment Management division.
At Retirement Income Symposium, Henkel’s Shopping List
Michael Henkel likes to say that "Retirement is the most difficult investment decision an advisor will ever make"; and in his keynote speech at the Retirement Income Symposium in Chicago on Monday,he laid out the scope of the challenge and the opportunity for advisors.
Ibbotson Report Shows Q3 Equities Rebounded
Ibbotson Associates, a subsidiary of Morningstar, released a report on Tuesday that found equity markets rebounded in third-quarter 2010.
Managed Futures and Asset Allocation: Asset Class or Investment Strategy?
As alternative investments go mainstream, I believe it's time to acknowledge that the broad universe of alternatives is another asset class, alongside stocks, bonds, cash, real estate and commodities.
Cetera Financial Adding Managers, Re-Grouping FAs
Cetera Financial Group, the former ING Advisors Network, is hiring more executives for its wealth-management team. Alex Kaye, formerly of Wilshire Associates and UBS, is...
Cetera, Former ING Advisor Group, Adds to Exec Team
Cetera Financial Group, the former ING Advisors Network, said Tuesday, September 7, that it hired two more executives for its wealth-management team.
Former ING Advisor Group Adds to Exec Team
As Cetera Financial Group adds managers, including recruiters, it may also shed advisors to focus on high-performing FAs.
Adding Living Benefits Continues to Boost Results
An updated Ibbotson study on annuities and benefits finds (VA+GMWB, SALB) that some steps can increase income and lower risk for retirees.
Thirty for Thirty
We present for your consideration 30 individuals who over the past 30 years--the period in which Investment Advisor has been serving independent and independent-minded advisors--have...