In Search of the Best Financial Planning Software: NaviPlan
After a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
Top Portfolio Products: China Bond ETF From Global X
AssetMark adds donor-advised fund, while Franklin Templeton launches Social Security optimizer tool.
New Hire Roundup: John Mendez Nominated to Be SIPC Chairman
In another personnel move, Craig Anzlovar has joined Pioneer Investments as fixed income client portfolio manager.
Top Portfolio Products: First Trust Launches Eurozone ETF
Meanwhile, Global X adds two ETFs based on JPMorgan's Efficiente and U.S. Sector Rotator indexes.
Shelley Bergman: Portrait of an ETF Strategist
Morgan Stanley's Shelley Bergman is a master at investing in exchange-traded funds—and a critic of many of the industry's expanding offerings.
Top 5 Reasons to Look at Green Bonds
Values-based investments offer global growth opportunity to retail investors.
New Hire Roundup: Putnam Names Gould Head of Institutional Management
In another personnel move, Mariner Wealth Advisors has added ex-NFL quarterback Mark Vlasic as a senior wealth advisor.
9 Reasons Why Alan Greenspan Is Wrong About Everything
Former Federal Reserve Chairman Alan Greenspan recently laid out nine reasons the economy stinks. Here’s why he’s wrong, according to New York Life’s John Kim.
The Biggest Lie of the New Century
The claim that bank executives did nothing illegal during the financial crisis is simply implausible if not laughable, Barry Ritholtz writes.
Factoring Medicare Part B Premiums Into Financial Plans
Since I’ve built my own financial planning software, I can forecast clients’ Medicare Part B premiums as part of their future expenses in retirement.