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...
Target-Date Mutual Funds Continue Gains, Ibbotson Reports
As target-date funds increase in popularity with investors, Ibbotson Associates said these funds experienced their fourth consecutive quarter of positive gains during the first quarter of 2010.
Ibbotson Says Asset Allocation and Diversification Held Up
While many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ....
Ibbotson Argues That Asset Allocation, Diversification Still Valid
Zebra Capital chairman sees liquidity as one of five main drivers of returns
New York Life, Ibbotson Develop Wealth Management Tools
Lifetime Wealth Strategies includes value of human capital
Commodities Help Diversify Portfolios
Broad-based exposure to a basket of commodities can provide meaningful diversification to a portfolio even during turbulent markets.
ING Pushes Its Portfolios
As the boom in the number of exchange-traded funds (ETFs) and exchange-traded notes (ETNs) continues, another related boom is happening: model portfolios that utilize these...
Retirement Planning at Envestnet
Mike Henkel, former president of Ibbotson Associates, was recently tapped to be the managing director of Envestnet Asset Management's newly established Retirement Services Group. A...
Over the past five years, the focus has shifted for the independent advice community, a shift that has been reflected in the IA 25, our...